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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 | $95,420 | $56,197+69.8% | $67,652+41.0% | $59,633+60.0% |
| Participation rate | 71.4% | 71.5%0pp | 75.7%-4.2pp | 68.7%+2.8pp |
| Annual return | -1.82% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $695 | $1,615-57.0% | $2,266-69.3% | $2,203-68.4% |
| Participant deferral / active EE | $4,401 | $2,844+54.8% | $3,560+23.6% | $3,192+37.9% |
| Admin fee / account holder | $739 | $3,958-81.3% | $4,821-84.7% | $4,297-82.8% |