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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 | $111,928 | $142,354-21.4% | $125,529-10.8% | $155,188-27.9% |
| Participation rate | 78.9% | 78.1%+0.9pp | 74.7%+4.2pp | 80.8%-1.9pp |
| Annual return | 8.66% | 306.06%-297.4pp | 202.56%-193.9pp | 148.84%-140.2pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,349 | $5,491-20.8% | $4,813-9.6% | $6,531-33.4% |
| Admin fee / account holder | $8,356 | $19,392-56.9% | $16,298-48.7% | $14,480-42.3% |