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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 | $67,484 | $148,623-54.6% | $135,974-50.4% | $139,466-51.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 16.71% | 79.30%-62.6pp | 68.30%-51.6pp | 373.66%-357.0pp |
| Employer contribution / active EE | $2,867 | $5,246-45.4% | $4,859-41.0% | $4,754-39.7% |
| Participant deferral / active EE | $4,975 | $8,103-38.6% | $7,760-35.9% | $6,712-25.9% |
| Admin fee / account holder | $22,293 | $12,406+79.7% | $10,767+107.1% | $11,409+95.4% |