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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 | $88,469 | $172,111-48.6% | $150,298-41.1% | $137,256-35.5% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 14.35% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,901 | $4,636-37.4% | $4,154-30.2% | $4,156-30.2% |
| Participant deferral / active EE | $8,140 | $6,166+32.0% | $5,453+49.3% | $6,407+27.1% |
| Admin fee / account holder | $1,048 | $16,471-93.6% | $14,116-92.6% | $12,270-91.5% |