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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 | $37,254 | $183,516-79.7% | $155,534-76.0% | $145,884-74.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 12.92% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,796 | $5,315-66.2% | $4,675-61.6% | $4,662-61.5% |
| Participant deferral / active EE | $7,274 | $6,467+12.5% | $5,630+29.2% | $6,690+8.7% |
| Admin fee / account holder | $7,262 | $19,293-62.4% | $15,900-54.3% | $13,392-45.8% |