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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 | $51,932 | $175,231-70.4% | $149,696-65.3% | $139,466-62.8% |
| Participation rate | 77.3% | 83.4%-6.1pp | 78.8%-1.5pp | 80.3%-3.1pp |
| Annual return | 12.28% | 166.77%-154.5pp | 134.46%-122.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $2,095 | $5,478-61.7% | $4,821-56.5% | $4,754-55.9% |
| Participant deferral / active EE | $4,688 | $6,521-28.1% | $5,682-17.5% | $6,712-30.1% |
| Admin fee / account holder | $1,626 | $16,155-89.9% | $13,212-87.7% | $11,409-85.7% |