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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 | $189,196 | $157,296+20.3% | $141,191+34.0% | $152,897+23.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 20.28% | 64.34%-44.1pp | 71.41%-51.1pp | 345.43%-325.2pp |
| Employer contribution / active EE | $2,398 | $5,262-54.4% | $4,736-49.4% | $4,764-49.7% |
| Participant deferral / active EE | $4,551 | $7,111-36.0% | $6,710-32.2% | $5,851-22.2% |
| Admin fee / account holder | $34,645 | $12,125+185.7% | $10,264+237.5% | $11,599+198.7% |