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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 | $130,892 | $157,296-16.8% | $141,191-7.3% | $152,897-14.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 21.65% | 64.34%-42.7pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,502 | $5,262-52.5% | $4,736-47.2% | $4,764-47.5% |
| Participant deferral / active EE | $6,069 | $7,111-14.7% | $6,710-9.6% | $5,851+3.7% |
| Admin fee / account holder | $4,958 | $12,125-59.1% | $10,264-51.7% | $11,599-57.3% |