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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 | $75,684 | $152,612-50.4% | $125,192-39.5% | $152,897-50.5% |
| Participation rate | 76.5% | 83.3%-6.9pp | 79.8%-3.3pp | 82.5%-6.0pp |
| Annual return | 20.72% | 54.85%-34.1pp | 43.79%-23.1pp | 345.43%-324.7pp |
| Employer contribution / active EE | $2,797 | $4,947-43.5% | $3,866-27.7% | $4,764-41.3% |
| Participant deferral / active EE | $5,475 | $5,868-6.7% | $4,937+10.9% | $5,851-6.4% |
| Admin fee / account holder | $342 | $13,437-97.5% | $9,704-96.5% | $11,599-97.1% |