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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 | $87,931 | $154,209-43.0% | $130,062-32.4% | $139,487-37.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.57% | 32.52%-14.0pp | -137.37%+155.9pp | 373.84%-355.3pp |
| Employer contribution / active EE | $2,377 | $5,292-55.1% | $4,322-45.0% | $4,755-50.0% |
| Participant deferral / active EE | $5,613 | $6,709-16.3% | $5,821-3.6% | $6,713-16.4% |
| Admin fee / account holder | $7,573 | $13,988-45.9% | $10,601-28.6% | $11,407-33.6% |