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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 | $64,226 | $97,732-34.3% | $83,831-23.4% | $135,380-52.6% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 5.61% | 1287.56%-1281.9pp | 850.99%-845.4pp | 519.81%-514.2pp |
| Employer contribution / active EE | $2,992 | $4,222-29.1% | $3,631-17.6% | $4,779-37.4% |
| Participant deferral / active EE | $6,428 | $4,683+37.3% | $4,082+57.5% | $5,609+14.6% |
| Admin fee / account holder | $2,477 | $6,675-62.9% | $5,479-54.8% | $10,828-77.1% |