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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 | $31,776 | $175,231-81.9% | $149,696-78.8% | $139,466-77.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 10.86% | 166.77%-155.9pp | 134.46%-123.6pp | 373.66%-362.8pp |
| Employer contribution / active EE | $1,762 | $5,478-67.8% | $4,821-63.5% | $4,754-62.9% |
| Participant deferral / active EE | $6,396 | $6,521-1.9% | $5,682+12.6% | $6,712-4.7% |
| Admin fee / account holder | $19,477 | $16,155+20.6% | $13,212+47.4% | $11,409+70.7% |