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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 | $40,788 | $202,460-79.9% | $169,385-75.9% | $139,456-70.8% |
| Participation rate | 71.4% | 81.1%-9.7pp | 77.2%-5.7pp | 80.3%-8.9pp |
| Annual return | 19.38% | 532.07%-512.7pp | 405.82%-386.4pp | 373.45%-354.1pp |
| Employer contribution / active EE | $1,771 | $4,691-62.3% | $4,012-55.9% | $4,753-62.7% |
| Participant deferral / active EE | $6,218 | $6,938-10.4% | $6,2210% | $6,711-7.3% |
| Admin fee / account holder | $1,474 | $10,719-86.2% | $9,011-83.6% | $11,407-87.1% |