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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 | $125,665 | $176,120-28.6% | $159,487-21.2% | $167,553-25.0% |
| Participation rate | 72.7% | 85.0%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 18.03% | 331.95%-313.9pp | 263.71%-245.7pp | 478.89%-460.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,886 | $7,752-37.0% | $7,354-33.6% | $6,343-23.0% |
| Admin fee / account holder | $936 | $12,561-92.5% | $10,804-91.3% | $12,316-92.4% |