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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 | $67,073 | $157,304-57.4% | $141,197-52.5% | $152,909-56.1% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 22.73% | 64.34%-41.6pp | 71.41%-48.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,345 | $5,263-55.4% | $4,736-50.5% | $4,764-50.8% |
| Participant deferral / active EE | $7,085 | $7,111-0.4% | $6,710+5.6% | $5,851+21.1% |
| Admin fee / account holder | $13,060 | $12,126+7.7% | $10,265+27.2% | $11,601+12.6% |