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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 | $74,829 | $208,088-64.0% | $186,193-59.8% | $154,746-51.6% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 15.54% | 89.97%-74.4pp | 78.03%-62.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,241 | $4,340-48.4% | $3,918-42.8% | $4,379-48.8% |
| Participant deferral / active EE | $2,340 | $7,078-66.9% | $6,513-64.1% | $6,730-65.2% |
| Admin fee / account holder | $6,986 | $11,698-40.3% | $11,058-36.8% | $14,365-51.4% |