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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 | $45,663 | $110,410-58.6% | $102,437-55.4% | $145,897-68.7% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 12.21% | 24.85%-12.6pp | 24.95%-12.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,928 | $4,217-54.3% | $3,871-50.2% | $4,663-58.6% |
| Participant deferral / active EE | $4,073 | $5,622-27.5% | $5,060-19.5% | $6,689-39.1% |
| Admin fee / account holder | $1,393 | $9,745-85.7% | $8,388-83.4% | $13,390-89.6% |