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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 | $38,218 | $57,352-33.4% | $83,831-54.4% | $64,173-40.4% |
| Participation rate | 97.3% | 68.6%+28.7pp | 76.1%+21.2pp | 69.6%+27.7pp |
| Annual return | -6.70% | 11.38%-18.1pp | 850.99%-857.7pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,999 | $2,546-21.5% | $3,631-45.0% | $2,381-16.1% |
| Participant deferral / active EE | $4,112 | $2,993+37.4% | $4,082+0.7% | $3,470+18.5% |
| Admin fee / account holder | $4,579 | $4,046+13.2% | $5,479-16.4% | $4,887-6.3% |