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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 | $23,533 | $106,115-77.8% | $85,969-72.6% | $125,393-81.2% |
| Participation rate | 91.7% | 84.1%+7.6pp | 76.5%+15.1pp | 83.2%+8.5pp |
| Annual return | -1.21% | 13.93%-15.1pp | 9.32%-10.5pp | 282.23%-283.4pp |
| Employer contribution / active EE | $1,624 | $4,537-64.2% | $3,474-53.3% | $4,866-66.6% |
| Participant deferral / active EE | $1,915 | $4,859-60.6% | $3,829-50.0% | $5,351-64.2% |
| Admin fee / account holder | $28,443 | $8,144+249.3% | $6,053+369.9% | $9,541+198.1% |