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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 | $52,227 | $61,755-15.4% | $97,161-46.2% | $80,911-35.5% |
| Participation rate | 82.5% | 63.5%+19.0pp | 72.7%+9.8pp | 67.6%+14.8pp |
| Annual return | 20.48% | -557.90%+578.4pp | 75.36%-54.9pp | 35.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,287 | $3,026+306.0% | $4,265+188.1% | $4,297+185.9% |
| Admin fee / account holder | $4,760 | $5,166-7.9% | $5,647-15.7% | $6,935-31.4% |