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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 | $128,985 | $154,209-16.4% | $130,062-0.8% | $139,487-7.5% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 13.98% | 32.52%-18.5pp | -137.37%+151.3pp | 373.84%-359.9pp |
| Employer contribution / active EE | $1,855 | $5,292-64.9% | $4,322-57.1% | $4,755-61.0% |
| Participant deferral / active EE | $4,052 | $6,709-39.6% | $5,821-30.4% | $6,713-39.6% |
| Admin fee / account holder | $5,611 | $13,988-59.9% | $10,601-47.1% | $11,407-50.8% |