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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 | $102,407 | $154,228-33.6% | $145,433-29.6% | $137,256-25.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.90% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $7,415 | $4,804+54.3% | $4,554+62.8% | $4,156+78.4% |
| Participant deferral / active EE | $15,396 | $8,216+87.4% | $7,897+95.0% | $6,407+140.3% |
| Admin fee / account holder | $17,210 | $14,344+20.0% | $13,129+31.1% | $12,270+40.3% |