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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 | $29,293 | $77,638-62.3% | $156,551-81.3% | $62,881-53.4% |
| Participation rate | 85.7% | 71.2%+14.5pp | 84.0%+1.7pp | 69.3%+16.4pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,276 | $3,444-33.9% | $5,501-58.6% | $2,281-0.2% |
| Participant deferral / active EE | $4,231 | $3,046+38.9% | $4,871-13.1% | $3,203+32.1% |
| Admin fee / account holder | $373 | $5,561-93.3% | $13,028-97.1% | $4,296-91.3% |