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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 | $128,434 | $209,422-38.7% | $178,503-28.0% | $158,982-19.2% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 11.40% | 188.81%-177.4pp | 151.12%-139.7pp | 302.99%-291.6pp |
| Employer contribution / active EE | $2,304 | $5,707-59.6% | $5,011-54.0% | $4,763-51.6% |
| Participant deferral / active EE | $4,206 | $5,955-29.4% | $5,202-19.2% | $5,983-29.7% |
| Admin fee / account holder | $418 | $17,079-97.5% | $13,987-97.0% | $11,252-96.3% |