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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 | $84,882 | $183,539-53.8% | $155,556-45.4% | $145,897-41.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.95% | 61.31%-43.4pp | 64.84%-46.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $5,424 | $5,315+2.1% | $4,675+16.0% | $4,663+16.3% |
| Participant deferral / active EE | $6,402 | $6,467-1.0% | $5,631+13.7% | $6,689-4.3% |
| Admin fee / account holder | $861 | $19,275-95.5% | $15,885-94.6% | $13,390-93.6% |