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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 | $112,689 | $180,749-37.7% | $160,784-29.9% | $137,256-17.9% |
| Participation rate | 76.2% | 80.0%-3.8pp | 77.0%-0.8pp | 80.0%-3.8pp |
| Annual return | 18.32% | 2234.46%-2216.1pp | 1803.92%-1785.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $543 | $4,155-86.9% | $3,733-85.4% | $4,156-86.9% |
| Participant deferral / active EE | $1,247 | $6,844-81.8% | $6,293-80.2% | $6,407-80.5% |
| Admin fee / account holder | $2,898 | $10,397-72.1% | $9,717-70.2% | $12,270-76.4% |