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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 | $81,385 | $201,370-59.6% | $184,256-55.8% | $145,897-44.2% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 28.14% | 29.05%-0.9pp | 28.85%-0.7pp | 552.29%-524.1pp |
| Employer contribution / active EE | $2,146 | $7,024-69.4% | $6,427-66.6% | $4,663-54.0% |
| Participant deferral / active EE | $5,046 | $9,808-48.5% | $9,133-44.7% | $6,689-24.6% |
| Admin fee / account holder | $2,742 | $16,364-83.2% | $13,899-80.3% | $13,390-79.5% |