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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 | $98,784 | $157,304-37.2% | $141,197-30.0% | $152,909-35.4% |
| Participation rate | 77.3% | 84.8%-7.6pp | 82.5%-5.2pp | 82.5%-5.2pp |
| Annual return | 29.50% | 64.34%-34.8pp | 71.41%-41.9pp | 345.46%-316.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,388 | $7,111+32.0% | $6,710+39.9% | $5,851+60.4% |
| Admin fee / account holder | $623 | $12,126-94.9% | $10,265-93.9% | $11,601-94.6% |