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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 | $43,685 | $91,167-52.1% | $178,498-75.5% | $79,858-45.3% |
| Participation rate | 71.9% | 69.2%+2.7pp | 81.9%-10.1pp | 69.6%+2.2pp |
| Annual return | 14.81% | 24.19%-9.4pp | 151.09%-136.3pp | 31.72%-16.9pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,045 | $3,236-36.8% | $5,202-60.7% | $3,740-45.3% |
| Admin fee / account holder | $1,303 | $6,747-80.7% | $13,985-90.7% | $5,306-75.4% |