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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 | $146,915 | $176,105-16.6% | $159,474-7.9% | $167,536-12.3% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 18.85% | 331.91%-313.1pp | 263.68%-244.8pp | 478.82%-460.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,686 | $7,751-0.8% | $7,353+4.5% | $6,342+21.2% |
| Admin fee / account holder | $1,809 | $12,559-85.6% | $10,802-83.3% | $12,315-85.3% |