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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 | $71,782 | $217,392-67.0% | $185,818-61.4% | $167,497-57.1% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 20.38% | 148.37%-128.0pp | 122.06%-101.7pp | 478.62%-458.2pp |
| Employer contribution / active EE | $2,215 | $5,873-62.3% | $5,168-57.1% | $4,838-54.2% |
| Participant deferral / active EE | $6,387 | $6,357+0.5% | $5,568+14.7% | $6,341+0.7% |
| Admin fee / account holder | $7,175 | $19,813-63.8% | $16,239-55.8% | $12,310-41.7% |