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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 | $44,303 | $102,245-56.7% | $89,340-50.4% | $137,256-67.7% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 15.99% | 21.89%-5.9pp | 20.57%-4.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,233 | $2,529+27.8% | $2,231+44.9% | $4,156-22.2% |
| Participant deferral / active EE | $6,736 | $4,436+51.8% | $3,823+76.2% | $6,407+5.1% |
| Admin fee / account holder | $2,030 | $8,085-74.9% | $6,704-69.7% | $12,270-83.5% |