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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 | $113,047 | $157,304-28.1% | $141,197-19.9% | $152,909-26.1% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 23.64% | 64.34%-40.7pp | 71.41%-47.8pp | 345.46%-321.8pp |
| Employer contribution / active EE | $1,144 | $5,263-78.3% | $4,736-75.9% | $4,764-76.0% |
| Participant deferral / active EE | $4,940 | $7,111-30.5% | $6,710-26.4% | $5,851-15.6% |
| Admin fee / account holder | $26,908 | $12,126+121.9% | $10,265+162.1% | $11,601+132.0% |