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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 | $78,190 | $202,460-61.4% | $169,385-53.8% | $139,456-43.9% |
| Participation rate | 78.6% | 81.1%-2.5pp | 77.2%+1.4pp | 80.3%-1.8pp |
| Annual return | 16.18% | 532.07%-515.9pp | 405.82%-389.6pp | 373.45%-357.3pp |
| Employer contribution / active EE | $2,428 | $4,691-48.2% | $4,012-39.5% | $4,753-48.9% |
| Participant deferral / active EE | $4,379 | $6,938-36.9% | $6,221-29.6% | $6,711-34.8% |
| Admin fee / account holder | $1,348 | $10,719-87.4% | $9,011-85.0% | $11,407-88.2% |