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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 | $117,419 | $86,298+36.1% | $111,308+5.5% | $85,847+36.8% |
| Participation rate | 77.4% | 73.3%+4.0pp | 77.3%0pp | 69.3%+8.0pp |
| Annual return | 11.12% | 19.99%-8.9pp | 54.67%-43.5pp | 318.61%-307.5pp |
| Employer contribution / active EE | $973 | $2,044-52.4% | $2,732-64.4% | $2,565-62.1% |
| Participant deferral / active EE | $5,666 | $3,641+55.6% | $4,487+26.3% | $3,952+43.4% |
| Admin fee / account holder | $25,997 | $8,189+217.5% | $7,965+226.4% | $6,261+315.2% |