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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 | $70,790 | $115,225-38.6% | $100,712-29.7% | $138,895-49.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.60% | 40.35%-20.7pp | 33.27%-13.7pp | 145.39%-125.8pp |
| Employer contribution / active EE | $8,072 | $2,771+191.3% | $2,313+249.0% | $4,194+92.5% |
| Participant deferral / active EE | $6,990 | $4,699+48.8% | $4,085+71.1% | $6,396+9.3% |
| Admin fee / account holder | $4,775 | $10,844-56.0% | $9,256-48.4% | $12,562-62.0% |