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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 | $75,939 | $196,972-61.4% | $182,262-58.3% | $198,609-61.8% |
| Participation rate | 78.6% | 85.7%-7.1pp | 84.2%-5.6pp | 82.4%-3.8pp |
| Annual return | 14.66% | 158.27%-143.6pp | 140.60%-125.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $5,540 | $5,364+3.3% | $5,046+9.8% | $5,055+9.6% |
| Participant deferral / active EE | $9,946 | $8,643+15.1% | $8,276+20.2% | $6,977+42.6% |
| Admin fee / account holder | $8,998 | $18,429-51.2% | $16,712-46.2% | $19,030-52.7% |