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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 | $37,940 | $176,402-78.5% | $134,162-71.7% | $158,966-76.1% |
| Participation rate | 94.4% | 78.7%+15.7pp | 72.2%+22.3pp | 82.0%+12.5pp |
| Annual return | 16.84% | 63.66%-46.8pp | 36.35%-19.5pp | 302.95%-286.1pp |
| Employer contribution / active EE | $532 | $5,042-89.5% | $3,705-85.6% | $4,762-88.8% |
| Participant deferral / active EE | $1,218 | $4,093-70.2% | $3,500-65.2% | $5,983-79.6% |
| Admin fee / account holder | $20,946 | $8,719+140.2% | $6,685+213.3% | $11,250+86.2% |