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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 | $63,145 | $183,539-65.6% | $155,556-59.4% | $145,897-56.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 29.04% | 61.31%-32.3pp | 64.84%-35.8pp | 552.29%-523.3pp |
| Employer contribution / active EE | $1,840 | $5,315-65.4% | $4,675-60.6% | $4,663-60.5% |
| Participant deferral / active EE | $5,717 | $6,467-11.6% | $5,631+1.5% | $6,689-14.5% |
| Admin fee / account holder | $1,953 | $19,275-89.9% | $15,885-87.7% | $13,390-85.4% |