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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 | $98,093 | $174,379-43.7% | $152,093-35.5% | $138,895-29.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 11.72% | 74.86%-63.1pp | 66.36%-54.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $4,041 | $4,652-13.1% | $4,175-3.2% | $4,194-3.7% |
| Participant deferral / active EE | $7,278 | $6,159+18.2% | $5,451+33.5% | $6,396+13.8% |
| Admin fee / account holder | $85,609 | $16,880+407.2% | $14,497+490.5% | $12,562+581.5% |