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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 | $74,577 | $111,535-33.1% | $105,223-29.1% | $137,256-45.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 19.98% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,014 | $3,939+1.9% | $3,689+8.8% | $4,156-3.4% |
| Participant deferral / active EE | $10,352 | $5,500+88.2% | $5,072+104.1% | $6,407+61.6% |
| Admin fee / account holder | $877 | $9,721-91.0% | $8,859-90.1% | $12,270-92.9% |