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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 | $39,330 | $211,946-81.4% | $169,452-76.8% | $135,380-70.9% |
| Participation rate | 95.2% | 82.6%+12.6pp | 77.8%+17.5pp | 82.6%+12.6pp |
| Annual return | -5.92% | 3.26%-9.2pp | 1.83%-7.8pp | 519.81%-525.7pp |
| Employer contribution / active EE | $5,941 | $5,117+16.1% | $4,157+42.9% | $4,779+24.3% |
| Participant deferral / active EE | $5,515 | $6,075-9.2% | $5,277+4.5% | $5,609-1.7% |
| Admin fee / account holder | $1,003 | $11,472-91.3% | $9,110-89.0% | $10,828-90.7% |