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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 | $118,661 | $91,536+29.6% | $130,062-8.8% | $75,177+57.8% |
| Participation rate | 78.6% | 71.5%+7.1pp | 78.5%+0.1pp | 67.2%+11.4pp |
| Annual return | 14.57% | -631.62%+646.2pp | -137.37%+151.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,675 | $4,343-15.4% | $5,821-36.9% | $4,126-10.9% |
| Admin fee / account holder | $3,374 | $6,780-50.2% | $10,601-68.2% | $5,651-40.3% |