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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 | $45,284 | $129,737-65.1% | $119,126-62.0% | $154,746-70.7% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 19.09% | 379.08%-360.0pp | 282.11%-263.0pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,671 | $4,375-61.8% | $4,034-58.6% | $4,379-61.8% |
| Participant deferral / active EE | $5,268 | $5,842-9.8% | $5,318-0.9% | $6,730-21.7% |
| Admin fee / account holder | $681 | $11,961-94.3% | $10,693-93.6% | $14,365-95.3% |