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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 | $37,889 | $154,228-75.4% | $145,433-73.9% | $137,256-72.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 50.55% | 74.59%-24.0pp | 66.58%-16.0pp | 220.34%-169.8pp |
| Employer contribution / active EE | $3,429 | $4,804-28.6% | $4,554-24.7% | $4,156-17.5% |
| Participant deferral / active EE | $7,247 | $8,216-11.8% | $7,897-8.2% | $6,407+13.1% |
| Admin fee / account holder | $23,694 | $14,344+65.2% | $13,129+80.5% | $12,270+93.1% |