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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 | $102,271 | $176,838-42.2% | $146,685-30.3% | $167,518-38.9% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 10.21% | 24.04%-13.8pp | 22.75%-12.5pp | 478.71%-468.5pp |
| Employer contribution / active EE | $1,793 | $5,161-65.3% | $4,137-56.7% | $4,838-63.0% |
| Participant deferral / active EE | $4,561 | $6,441-29.2% | $5,507-17.2% | $6,342-28.1% |
| Admin fee / account holder | $788 | $13,262-94.1% | $10,281-92.3% | $12,312-93.6% |