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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 | $54,687 | $183,539-70.2% | $155,556-64.8% | $145,897-62.5% |
| Participation rate | 78.3% | 82.7%-4.5pp | 78.2%0pp | 80.3%-2.0pp |
| Annual return | 12.03% | 61.31%-49.3pp | 64.84%-52.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,197 | $5,315-77.5% | $4,675-74.4% | $4,663-74.3% |
| Participant deferral / active EE | $3,771 | $6,467-41.7% | $5,631-33.0% | $6,689-43.6% |
| Admin fee / account holder | $812 | $19,275-95.8% | $15,885-94.9% | $13,390-93.9% |