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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 | $54,141 | $174,379-69.0% | $152,093-64.4% | $138,895-61.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 18.17% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $4,015 | $4,652-13.7% | $4,175-3.8% | $4,194-4.3% |
| Participant deferral / active EE | $8,224 | $6,159+33.5% | $5,451+50.9% | $6,396+28.6% |
| Admin fee / account holder | $2,841 | $16,880-83.2% | $14,497-80.4% | $12,562-77.4% |