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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 | $73,132 | $129,737-43.6% | $119,126-38.6% | $154,746-52.7% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 20.33% | 379.08%-358.8pp | 282.11%-261.8pp | 172.34%-152.0pp |
| Employer contribution / active EE | $2,946 | $4,375-32.7% | $4,034-27.0% | $4,379-32.7% |
| Participant deferral / active EE | $5,469 | $5,842-6.4% | $5,318+2.8% | $6,730-18.7% |
| Admin fee / account holder | $940 | $11,961-92.1% | $10,693-91.2% | $14,365-93.5% |