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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 | $104,054 | $154,209-32.5% | $130,062-20.0% | $139,487-25.4% |
| Participation rate | 94.4% | 82.0%+12.5pp | 78.5%+15.9pp | 80.3%+14.1pp |
| Annual return | 16.71% | 32.52%-15.8pp | -137.37%+154.1pp | 373.84%-357.1pp |
| Employer contribution / active EE | $2,639 | $5,292-50.1% | $4,322-38.9% | $4,755-44.5% |
| Participant deferral / active EE | $4,669 | $6,709-30.4% | $5,821-19.8% | $6,713-30.4% |
| Admin fee / account holder | $758 | $13,988-94.6% | $10,601-92.8% | $11,407-93.4% |