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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 | $56,618 | $104,251-45.7% | $91,004-37.8% | $147,586-61.6% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.6%+15.3pp | 82.8%+8.1pp |
| Annual return | 13.34% | 27.06%-13.7pp | 4.60%+8.7pp | 578.59%-565.3pp |
| Employer contribution / active EE | $2,901 | $3,116-6.9% | $2,456+18.1% | $4,876-40.5% |
| Participant deferral / active EE | $1,510 | $4,195-64.0% | $3,548-57.4% | $5,439-72.2% |
| Admin fee / account holder | $21,694 | $8,948+142.4% | $5,417+300.4% | $10,886+99.3% |