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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 | $75,586 | $156,398-51.7% | $147,318-48.7% | $138,895-45.6% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 19.84% | 78.75%-58.9pp | 70.43%-50.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $19,003 | $8,237+130.7% | $7,906+140.4% | $6,396+197.1% |
| Admin fee / account holder | $3,910 | $14,976-73.9% | $13,708-71.5% | $12,562-68.9% |