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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 | $59,943 | $101,063-40.7% | $81,473-26.4% | $147,586-59.4% |
| Participation rate | 90.0% | 74.5%+15.5pp | 68.0%+22.0pp | 82.8%+7.2pp |
| Annual return | 10.91% | 32.41%-21.5pp | 38.78%-27.9pp | 578.59%-567.7pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,654 | $4,242+9.7% | $3,537+31.6% | $5,439-14.4% |
| Admin fee / account holder | $18,506 | $5,812+218.4% | $4,561+305.7% | $10,886+70.0% |