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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 | $40,889 | $201,372-79.7% | $184,260-77.8% | $145,884-72.0% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 13.16% | 29.04%-15.9pp | 28.84%-15.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,251 | $9,808-26.1% | $9,133-20.6% | $6,690+8.4% |
| Admin fee / account holder | $12,526 | $16,362-23.4% | $13,898-9.9% | $13,392-6.5% |