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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 | $58,532 | $198,461-70.5% | $170,436-65.7% | $147,585-60.3% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 15.04% | 257.30%-242.3pp | 205.94%-190.9pp | 578.57%-563.5pp |
| Employer contribution / active EE | $2,014 | $6,184-67.4% | $5,433-62.9% | $4,876-58.7% |
| Participant deferral / active EE | $2,228 | $5,629-60.4% | $4,939-54.9% | $5,439-59.0% |
| Admin fee / account holder | $3,852 | $16,852-77.1% | $13,880-72.2% | $10,885-64.6% |