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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 | $181,207 | $81,208+123.1% | $98,920+83.2% | $79,852+126.9% |
| Participation rate | 87.8% | 72.5%+15.3pp | 76.0%+11.8pp | 69.6%+18.2pp |
| Annual return | 11.34% | 60.99%-49.7pp | 196.47%-185.1pp | 31.72%-20.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,275 | $3,265+122.8% | $4,245+71.4% | $3,740+94.5% |
| Admin fee / account holder | $8,022 | $6,013+33.4% | $6,643+20.8% | $5,306+51.2% |