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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 | $124,242 | $105,856+17.4% | $90,161+37.8% | $147,586-15.8% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.1pp | 82.8%-10.1pp |
| Annual return | 12.53% | 37.63%-25.1pp | 34.89%-22.4pp | 578.59%-566.1pp |
| Employer contribution / active EE | $554 | $4,126-86.6% | $3,318-83.3% | $4,876-88.6% |
| Participant deferral / active EE | $5,245 | $5,733-8.5% | $5,287-0.8% | $5,439-3.6% |
| Admin fee / account holder | $23,120 | $8,046+187.3% | $5,943+289.0% | $10,886+112.4% |