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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 | $116,521 | $149,679-22.2% | $117,039-0.4% | $147,586-21.0% |
| Participation rate | 75.0% | 83.5%-8.5pp | 77.2%-2.2pp | 82.8%-7.8pp |
| Annual return | 14.01% | 19.31%-5.3pp | 18.95%-4.9pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,159 | $4,937-76.5% | $3,785-69.4% | $4,876-76.2% |
| Participant deferral / active EE | $3,211 | $4,912-34.6% | $3,929-18.3% | $5,439-41.0% |
| Admin fee / account holder | $28,892 | $7,856+267.7% | $5,974+383.6% | $10,886+165.4% |