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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,459 | $183,539-14.2% | $155,556+1.2% | $145,897+7.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.10% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,000 | $5,315-62.4% | $4,675-57.2% | $4,663-57.1% |
| Participant deferral / active EE | $7,369 | $6,467+14.0% | $5,631+30.9% | $6,689+10.2% |
| Admin fee / account holder | $1,022 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |