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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 | $54,831 | $108,882-49.6% | $96,754-43.3% | $154,746-64.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 15.57% | 98.39%-82.8pp | 82.04%-66.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $14,397 | $3,018+377.0% | $2,679+437.4% | $4,379+228.8% |
| Participant deferral / active EE | $8,398 | $5,323+57.8% | $4,758+76.5% | $6,730+24.8% |
| Admin fee / account holder | $1,944 | $10,200-80.9% | $8,905-78.2% | $14,365-86.5% |