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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 | $80,068 | $217,432-63.2% | $185,851-56.9% | $167,553-52.2% |
| Participation rate | 77.3% | 86.1%-8.8pp | 81.7%-4.4pp | 82.1%-4.8pp |
| Annual return | 15.28% | 148.43%-133.1pp | 122.11%-106.8pp | 478.89%-463.6pp |
| Employer contribution / active EE | $2,385 | $5,874-59.4% | $5,168-53.8% | $4,840-50.7% |
| Participant deferral / active EE | $4,341 | $6,357-31.7% | $5,569-22.0% | $6,343-31.6% |
| Admin fee / account holder | $1,382 | $19,820-93.0% | $16,245-91.5% | $12,316-88.8% |