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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 | $63,484 | $217,427-70.8% | $185,837-65.8% | $167,518-62.1% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 15.21% | 148.39%-133.2pp | 122.08%-106.9pp | 478.71%-463.5pp |
| Employer contribution / active EE | $8,659 | $5,874+47.4% | $5,168+67.5% | $4,838+79.0% |
| Participant deferral / active EE | $7,448 | $6,357+17.2% | $5,568+33.8% | $6,342+17.4% |
| Admin fee / account holder | $330 | $19,816-98.3% | $16,241-98.0% | $12,312-97.3% |