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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 | $55,811 | $148,623-62.4% | $135,974-59.0% | $139,466-60.0% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.1pp |
| Annual return | 33.89% | 79.30%-45.4pp | 68.30%-34.4pp | 373.66%-339.8pp |
| Employer contribution / active EE | $2,020 | $5,246-61.5% | $4,859-58.4% | $4,754-57.5% |
| Participant deferral / active EE | $11,325 | $8,103+39.8% | $7,760+45.9% | $6,712+68.7% |
| Admin fee / account holder | $1,734 | $12,406-86.0% | $10,767-83.9% | $11,409-84.8% |