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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 | $40,054 | $70,684-43.3% | $169,390-76.4% | $75,173-46.7% |
| Participation rate | 84.0% | 64.8%+19.2pp | 77.2%+6.8pp | 67.2%+16.8pp |
| Annual return | 16.44% | 36.38%-19.9pp | 406.07%-389.6pp | 160.72%-144.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,538 | $4,310+5.3% | $6,222-27.1% | $4,126+10.0% |
| Admin fee / account holder | $13,499 | $5,404+149.8% | $9,015+49.7% | $5,651+138.9% |