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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 | $90,493 | $209,422-56.8% | $178,503-49.3% | $158,982-43.1% |
| Participation rate | 76.5% | 86.4%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 15.84% | 188.81%-173.0pp | 151.12%-135.3pp | 302.99%-287.1pp |
| Employer contribution / active EE | $1,962 | $5,707-65.6% | $5,011-60.8% | $4,763-58.8% |
| Participant deferral / active EE | $5,531 | $5,955-7.1% | $5,202+6.3% | $5,983-7.6% |
| Admin fee / account holder | $922 | $17,079-94.6% | $13,987-93.4% | $11,252-91.8% |