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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 | $48,661 | $91,167-46.6% | $178,498-72.7% | $79,858-39.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.38% | 24.19%-10.8pp | 151.09%-137.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,843 | $3,236+49.7% | $5,202-6.9% | $3,740+29.5% |
| Admin fee / account holder | $3,333 | $6,747-50.6% | $13,985-76.2% | $5,306-37.2% |