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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 | $67,080 | $172,111-61.0% | $150,298-55.4% | $137,256-51.1% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 17.00% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,933 | $4,636-58.3% | $4,154-53.5% | $4,156-53.5% |
| Participant deferral / active EE | $16,541 | $6,166+168.3% | $5,453+203.4% | $6,407+158.2% |
| Admin fee / account holder | $3,762 | $16,471-77.2% | $14,116-73.3% | $12,270-69.3% |