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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 | $47,233 | $148,629-68.2% | $135,982-65.3% | $139,487-66.1% |
| Participation rate | 82.6% | 83.9%-1.3pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 17.50% | 79.33%-61.8pp | 68.32%-50.8pp | 373.84%-356.3pp |
| Employer contribution / active EE | $3,974 | $5,247-24.2% | $4,859-18.2% | $4,755-16.4% |
| Participant deferral / active EE | $8,910 | $8,102+10.0% | $7,760+14.8% | $6,713+32.7% |
| Admin fee / account holder | $36,726 | $12,406+196.0% | $10,767+241.1% | $11,407+221.9% |