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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 | $141,444 | $176,077-19.7% | $159,455-11.3% | $167,518-15.6% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 14.20% | 331.83%-317.6pp | 263.63%-249.4pp | 478.71%-464.5pp |
| Employer contribution / active EE | $2,987 | $5,298-43.6% | $4,830-38.2% | $4,838-38.3% |
| Participant deferral / active EE | $6,927 | $7,751-10.6% | $7,353-5.8% | $6,342+9.2% |
| Admin fee / account holder | $94,084 | $12,556+649.3% | $10,800+771.1% | $12,312+664.1% |