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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 | $104,187 | $148,623-29.9% | $135,974-23.4% | $139,466-25.3% |
| Participation rate | 79.2% | 83.9%-4.7pp | 81.9%-2.8pp | 80.3%-1.2pp |
| Annual return | 19.95% | 79.30%-59.3pp | 68.30%-48.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $7,720 | $5,246+47.2% | $4,859+58.9% | $4,754+62.4% |
| Participant deferral / active EE | $4,105 | $8,103-49.3% | $7,760-47.1% | $6,712-38.8% |
| Admin fee / account holder | $84,489 | $12,406+581.0% | $10,767+684.7% | $11,409+640.6% |