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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 | $50,915 | $154,159-67.0% | $130,026-60.8% | $139,456-63.5% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.5%+8.2pp | 80.3%+6.3pp |
| Annual return | 23.00% | 32.50%-9.5pp | -137.26%+160.3pp | 373.45%-350.5pp |
| Employer contribution / active EE | $1,870 | $5,292-64.7% | $4,321-56.7% | $4,753-60.6% |
| Participant deferral / active EE | $6,116 | $6,710-8.8% | $5,821+5.1% | $6,711-8.9% |
| Admin fee / account holder | $5,771 | $14,001-58.8% | $10,608-45.6% | $11,407-49.4% |