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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 | $58,551 | $202,463-71.1% | $169,397-65.4% | $139,487-58.0% |
| Participation rate | 72.7% | 81.1%-8.4pp | 77.2%-4.4pp | 80.3%-7.6pp |
| Annual return | 16.35% | 532.64%-516.3pp | 406.23%-389.9pp | 373.84%-357.5pp |
| Employer contribution / active EE | $2,442 | $4,694-48.0% | $4,013-39.1% | $4,755-48.6% |
| Participant deferral / active EE | $5,537 | $6,941-20.2% | $6,223-11.0% | $6,713-17.5% |
| Admin fee / account holder | $424 | $10,726-96.0% | $9,017-95.3% | $11,407-96.3% |