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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 | $76,644 | $114,119-32.8% | $107,187-28.5% | $138,895-44.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 15.99% | 273.21%-257.2pp | 204.55%-188.6pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,578 | $4,059-61.1% | $3,782-58.3% | $4,194-62.4% |
| Participant deferral / active EE | $4,419 | $5,538-20.2% | $5,096-13.3% | $6,396-30.9% |
| Admin fee / account holder | $2,087 | $10,024-79.2% | $9,162-77.2% | $12,562-83.4% |