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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 | $51,754 | $83,908-38.3% | $68,509-24.5% | $125,389-58.7% |
| Participation rate | 94.4% | 78.2%+16.3pp | 74.7%+19.7pp | 83.2%+11.3pp |
| Annual return | -0.50% | 14.48%-15.0pp | 8.27%-8.8pp | 282.24%-282.7pp |
| Employer contribution / active EE | $4,227 | $3,031+39.5% | $2,278+85.6% | $4,866-13.1% |
| Participant deferral / active EE | $10,707 | $4,125+159.6% | $3,382+216.5% | $5,352+100.1% |
| Admin fee / account holder | $483 | $8,982-94.6% | $5,275-90.8% | $9,541-94.9% |