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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 | $51,517 | $181,062-71.5% | $158,223-67.4% | $155,188-66.8% |
| Participation rate | 72.7% | 82.7%-9.9pp | 79.2%-6.5pp | 80.8%-8.1pp |
| Annual return | 15.87% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,910 | $4,565-58.2% | $4,109-53.5% | $4,248-55.0% |
| Participant deferral / active EE | $5,330 | $6,134-13.1% | $5,467-2.5% | $6,531-18.4% |
| Admin fee / account holder | $419 | $18,825-97.8% | $16,047-97.4% | $14,480-97.1% |