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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 | $64,410 | $198,457-67.5% | $170,435-62.2% | $147,586-56.4% |
| Participation rate | 76.5% | 88.0%-11.5pp | 83.6%-7.1pp | 82.8%-6.4pp |
| Annual return | 13.54% | 257.30%-243.8pp | 205.94%-192.4pp | 578.59%-565.1pp |
| Employer contribution / active EE | $2,424 | $6,183-60.8% | $5,432-55.4% | $4,876-50.3% |
| Participant deferral / active EE | $4,896 | $5,629-13.0% | $4,939-0.9% | $5,439-10.0% |
| Admin fee / account holder | $1,533 | $16,852-90.9% | $13,881-89.0% | $10,886-85.9% |