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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 | $31,033 | $183,592-83.1% | $155,574-80.1% | $145,877-78.7% |
| Participation rate | 78.3% | 82.7%-4.4pp | 78.2%0pp | 80.3%-2.0pp |
| Annual return | 10.22% | 61.37%-51.2pp | 64.87%-54.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,270 | $5,317-57.3% | $4,676-51.4% | $4,663-51.3% |
| Participant deferral / active EE | $4,848 | $6,466-25.0% | $5,629-13.9% | $6,691-27.5% |
| Admin fee / account holder | $1,296 | $19,316-93.3% | $15,914-91.9% | $13,402-90.3% |