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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 | $98,421 | $162,136-39.3% | $152,301-35.4% | $154,746-36.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 17.31% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,251 | $4,890-54.0% | $4,624-51.3% | $4,379-48.6% |
| Participant deferral / active EE | $4,611 | $8,341-44.7% | $8,004-42.4% | $6,730-31.5% |
| Admin fee / account holder | $3,839 | $15,759-75.6% | $14,398-73.3% | $14,365-73.3% |