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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 | $29,993 | $48,364-38.0% | $71,796-58.2% | $62,881-52.3% |
| Participation rate | 77.6% | 60.6%+16.9pp | 69.1%+8.4pp | 69.3%+8.2pp |
| Annual return | 6.22% | 13.16%-6.9pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,181 | $2,091-43.5% | $2,794-57.7% | $3,203-63.1% |
| Admin fee / account holder | $1,659 | $3,771-56.0% | $4,815-65.6% | $4,296-61.4% |