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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 | $63,843 | $109,967-41.9% | $97,197-34.3% | $145,877-56.2% |
| Participation rate | 71.4% | 76.0%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 17.05% | 244.27%-227.2pp | 75.47%-58.4pp | 551.28%-534.2pp |
| Employer contribution / active EE | $3,876 | $3,077+26.0% | $2,723+42.3% | $4,663-16.9% |
| Participant deferral / active EE | $7,267 | $4,676+55.4% | $4,263+70.5% | $6,691+8.6% |
| Admin fee / account holder | $362 | $6,199-94.2% | $5,637-93.6% | $13,402-97.3% |