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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 | $89,162 | $161,352-44.7% | $134,172-33.5% | $137,256-35.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.61% | 28.72%-14.1pp | 25.30%-10.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $6,486 | $4,099+58.2% | $3,420+89.7% | $4,156+56.1% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,077 | $15,028-79.5% | $12,016-74.4% | $12,270-74.9% |