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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 | $94,226 | $107,368-12.2% | $92,915+1.4% | $152,909-38.4% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.5%-9.7pp |
| Annual return | 22.53% | 145.64%-123.1pp | 109.45%-86.9pp | 345.46%-322.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,953 | $4,848+64.0% | $4,238+87.6% | $5,851+35.9% |
| Admin fee / account holder | $12,161 | $7,082+71.7% | $5,796+109.8% | $11,601+4.8% |