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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 | $64,827 | $148,582-56.4% | $135,942-52.3% | $139,456-53.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 17.20% | 79.26%-62.1pp | 68.28%-51.1pp | 373.45%-356.2pp |
| Employer contribution / active EE | $2,351 | $5,245-55.2% | $4,858-51.6% | $4,753-50.5% |
| Participant deferral / active EE | $3,070 | $8,101-62.1% | $7,759-60.4% | $6,711-54.3% |
| Admin fee / account holder | $5,301 | $12,402-57.3% | $10,764-50.8% | $11,407-53.5% |