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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 | $113,817 | $166,268-31.5% | $165,100-31.1% | $145,897-22.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 14.86% | 100.52%-85.7pp | 70.21%-55.4pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,028 | $6,964+0.9% | $6,035+16.5% | $6,689+5.1% |
| Admin fee / account holder | $4,894 | $16,659-70.6% | $12,696-61.5% | $13,390-63.5% |