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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 | $103,707 | $148,623-30.2% | $135,974-23.7% | $139,466-25.6% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 12.14% | 79.30%-67.2pp | 68.30%-56.2pp | 373.66%-361.5pp |
| Employer contribution / active EE | $10,935 | $5,246+108.4% | $4,859+125.1% | $4,754+130.0% |
| Participant deferral / active EE | $6,091 | $8,103-24.8% | $7,760-21.5% | $6,712-9.2% |
| Admin fee / account holder | $21,732 | $12,406+75.2% | $10,767+101.8% | $11,409+90.5% |