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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 | $89,845 | $154,159-41.7% | $130,026-30.9% | $139,456-35.6% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 16.78% | 32.50%-15.7pp | -137.26%+154.0pp | 373.45%-356.7pp |
| Employer contribution / active EE | $2,608 | $5,292-50.7% | $4,321-39.6% | $4,753-45.1% |
| Participant deferral / active EE | $7,222 | $6,710+7.6% | $5,821+24.1% | $6,711+7.6% |
| Admin fee / account holder | $7,407 | $14,001-47.1% | $10,608-30.2% | $11,407-35.1% |