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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 | $19,141 | $115,917-83.5% | $100,535-81.0% | $158,982-88.0% |
| Participation rate | 73.7% | 81.6%-7.9pp | 79.4%-5.7pp | 82.0%-8.3pp |
| Annual return | 24.27% | 34.80%-10.5pp | 30.90%-6.6pp | 302.99%-278.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,222 | $6,677-6.8% | $6,271-0.8% | $5,983+4.0% |
| Admin fee / account holder | $3,581 | $11,002-67.4% | $8,085-55.7% | $11,252-68.2% |