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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 | $95,714 | $172,111-44.4% | $150,298-36.3% | $137,256-30.3% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 19.63% | 69.37%-49.7pp | 62.79%-43.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,084 | $4,636-55.1% | $4,154-49.8% | $4,156-49.9% |
| Participant deferral / active EE | $4,165 | $6,166-32.5% | $5,453-23.6% | $6,407-35.0% |
| Admin fee / account holder | $2,039 | $16,471-87.6% | $14,116-85.6% | $12,270-83.4% |