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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 | $115,696 | $175,231-34.0% | $149,696-22.7% | $139,466-17.0% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 20.35% | 166.77%-146.4pp | 134.46%-114.1pp | 373.66%-353.3pp |
| Employer contribution / active EE | $2,111 | $5,478-61.5% | $4,821-56.2% | $4,754-55.6% |
| Participant deferral / active EE | $9,663 | $6,521+48.2% | $5,682+70.1% | $6,712+44.0% |
| Admin fee / account holder | $6,234 | $16,155-61.4% | $13,212-52.8% | $11,409-45.4% |