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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 | $82,752 | $118,695-30.3% | $98,916-16.3% | $158,950-47.9% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.8pp | 82.0%-4.2pp |
| Annual return | 20.26% | 372.39%-352.1pp | 196.45%-176.2pp | 302.91%-282.7pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,918 | $5,088-42.6% | $4,245-31.2% | $5,983-51.2% |
| Admin fee / account holder | $1,403 | $10,132-86.2% | $6,642-78.9% | $11,248-87.5% |