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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 | $36,490 | $118,695-69.3% | $98,916-63.1% | $158,950-77.0% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.8pp | 82.0%-4.2pp |
| Annual return | 12.28% | 372.39%-360.1pp | 196.45%-184.2pp | 302.91%-290.6pp |
| Employer contribution / active EE | $1,511 | $3,333-54.7% | $2,689-43.8% | $4,762-68.3% |
| Participant deferral / active EE | $8,195 | $5,088+61.1% | $4,245+93.1% | $5,983+37.0% |
| Admin fee / account holder | $12,687 | $10,132+25.2% | $6,642+91.0% | $11,248+12.8% |