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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 | $58,069 | $95,406-39.1% | $185,849-68.8% | $85,847-32.4% |
| Participation rate | 94.9% | 68.8%+26.1pp | 81.7%+13.2pp | 69.3%+25.6pp |
| Annual return | 13.72% | 23.59%-9.9pp | 122.10%-108.4pp | 318.61%-304.9pp |
| Employer contribution / active EE | $2,682 | $3,314-19.1% | $5,169-48.1% | $2,565+4.6% |
| Participant deferral / active EE | $3,266 | $3,424-4.6% | $5,569-41.3% | $3,952-17.4% |
| Admin fee / account holder | $5,099 | $7,214-29.3% | $16,244-68.6% | $6,261-18.6% |