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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 | $82,176 | $209,428-60.8% | $178,498-54.0% | $158,950-48.3% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 21.00% | 188.78%-167.8pp | 151.09%-130.1pp | 302.91%-281.9pp |
| Employer contribution / active EE | $3,890 | $5,707-31.8% | $5,011-22.4% | $4,762-18.3% |
| Participant deferral / active EE | $2,919 | $5,955-51.0% | $5,202-43.9% | $5,983-51.2% |
| Admin fee / account holder | $470 | $17,077-97.3% | $13,985-96.6% | $11,248-95.8% |