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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 | $95,769 | $172,111-44.4% | $150,298-36.3% | $137,256-30.2% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 18.84% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,630 | $4,636-43.3% | $4,154-36.7% | $4,156-36.7% |
| Participant deferral / active EE | $4,693 | $6,166-23.9% | $5,453-13.9% | $6,407-26.8% |
| Admin fee / account holder | $9,196 | $16,471-44.2% | $14,116-34.9% | $12,270-25.1% |