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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 | $107,987 | $162,136-33.4% | $152,301-29.1% | $154,746-30.2% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 13.63% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,740 | $4,890-44.0% | $4,624-40.7% | $4,379-37.4% |
| Participant deferral / active EE | $4,308 | $8,341-48.4% | $8,004-46.2% | $6,730-36.0% |
| Admin fee / account holder | $4,642 | $15,759-70.5% | $14,398-67.8% | $14,365-67.7% |