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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 | $180,493 | $89,259+102.2% | $107,187+68.4% | $82,637+118.4% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 21.49% | 21.02%+0.5pp | 204.55%-183.1pp | 53.51%-32.0pp |
| Employer contribution / active EE | $1,633 | $3,080-47.0% | $3,782-56.8% | $2,552-36.0% |
| Participant deferral / active EE | $7,122 | $4,037+76.4% | $5,096+39.8% | $4,126+72.6% |
| Admin fee / account holder | $10,808 | $7,381+46.4% | $9,162+18.0% | $7,339+47.3% |