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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 | $102,102 | $185,312-44.9% | $161,489-36.8% | $154,746-34.0% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.7%-1.8pp | 80.7%-3.8pp |
| Annual return | 14.85% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,284 | $4,769-52.1% | $4,268-46.5% | $4,379-47.8% |
| Participant deferral / active EE | $4,958 | $6,350-21.9% | $5,630-11.9% | $6,730-26.3% |
| Admin fee / account holder | $39,002 | $18,654+109.1% | $16,006+143.7% | $14,365+171.5% |