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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 | $36,260 | $181,062-80.0% | $158,223-77.1% | $155,188-76.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 15.02% | 57.39%-42.4pp | 52.09%-37.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $6,817 | $4,565+49.3% | $4,109+65.9% | $4,248+60.5% |
| Participant deferral / active EE | $10,571 | $6,134+72.3% | $5,467+93.4% | $6,531+61.9% |
| Admin fee / account holder | $10,060 | $18,825-46.6% | $16,047-37.3% | $14,480-30.5% |