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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 | $111,710 | $208,088-46.3% | $186,193-40.0% | $154,746-27.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 60.64% | 89.97%-29.3pp | 78.03%-17.4pp | 172.34%-111.7pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,683 | $7,078-62.1% | $6,513-58.8% | $6,730-60.1% |
| Admin fee / account holder | $1,809 | $11,698-84.5% | $11,058-83.6% | $14,365-87.4% |