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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 | $41,213 | $61,755-33.3% | $97,161-57.6% | $80,911-49.1% |
| Participation rate | 87.5% | 63.5%+24.0pp | 72.7%+14.8pp | 67.6%+19.9pp |
| Annual return | 10.80% | -557.90%+568.7pp | 75.36%-64.6pp | 35.63%-24.8pp |
| Employer contribution / active EE | $2,255 | $1,835+22.9% | $2,723-17.2% | $2,756-18.2% |
| Participant deferral / active EE | $8,311 | $3,026+174.6% | $4,265+94.9% | $4,297+93.4% |
| Admin fee / account holder | $15,651 | $5,166+203.0% | $5,647+177.1% | $6,935+125.7% |