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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 | $78,516 | $217,432-63.9% | $185,849-57.8% | $167,536-53.1% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.69% | 148.42%-132.7pp | 122.10%-106.4pp | 478.82%-463.1pp |
| Employer contribution / active EE | $3,760 | $5,875-36.0% | $5,169-27.2% | $4,839-22.3% |
| Participant deferral / active EE | $4,147 | $6,357-34.8% | $5,569-25.5% | $6,342-34.6% |
| Admin fee / account holder | $1,016 | $19,818-94.9% | $16,244-93.7% | $12,315-91.7% |