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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 | $44,154 | $183,592-75.9% | $155,574-71.6% | $145,877-69.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 9.98% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,848 | $5,317-65.3% | $4,676-60.5% | $4,663-60.4% |
| Participant deferral / active EE | $3,445 | $6,466-46.7% | $5,629-38.8% | $6,691-48.5% |
| Admin fee / account holder | $1,499 | $19,316-92.2% | $15,914-90.6% | $13,402-88.8% |