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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 | $41,228 | $135,956-69.7% | $123,894-66.7% | $273,972-85.0% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 6.64% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,065 | $6,343-67.4% | $5,984-65.5% | $5,287-60.9% |
| Admin fee / account holder | $702 | $9,817-92.9% | $8,357-91.6% | $10,133-93.1% |