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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 | $72,901 | $176,077-58.6% | $159,455-54.3% | $167,518-56.5% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 15.01% | 331.83%-316.8pp | 263.63%-248.6pp | 478.71%-463.7pp |
| Employer contribution / active EE | $2,788 | $5,298-47.4% | $4,830-42.3% | $4,838-42.4% |
| Participant deferral / active EE | $5,807 | $7,751-25.1% | $7,353-21.0% | $6,342-8.4% |
| Admin fee / account holder | $100,306 | $12,556+698.8% | $10,800+828.7% | $12,312+714.7% |