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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 | $76,056 | $172,111-55.8% | $150,298-49.4% | $137,256-44.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 22.10% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,750 | $4,636-62.3% | $4,154-57.9% | $4,156-57.9% |
| Participant deferral / active EE | $13,759 | $6,166+123.2% | $5,453+152.3% | $6,407+114.8% |
| Admin fee / account holder | $9,108 | $16,471-44.7% | $14,116-35.5% | $12,270-25.8% |