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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 | $45,746 | $183,592-75.1% | $155,574-70.6% | $145,877-68.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.90% | 61.37%-44.5pp | 64.87%-48.0pp | 551.28%-534.4pp |
| Employer contribution / active EE | $2,243 | $5,317-57.8% | $4,676-52.0% | $4,663-51.9% |
| Participant deferral / active EE | $3,948 | $6,466-38.9% | $5,629-29.9% | $6,691-41.0% |
| Admin fee / account holder | $3,595 | $19,316-81.4% | $15,914-77.4% | $13,402-73.2% |