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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 | $84,253 | $154,228-45.4% | $145,433-42.1% | $137,256-38.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 62.69% | 74.59%-11.9pp | 66.58%-3.9pp | 220.34%-157.7pp |
| Employer contribution / active EE | $2,589 | $4,804-46.1% | $4,554-43.2% | $4,156-37.7% |
| Participant deferral / active EE | $3,069 | $8,216-62.6% | $7,897-61.1% | $6,407-52.1% |
| Admin fee / account holder | $627 | $14,344-95.6% | $13,129-95.2% | $12,270-94.9% |