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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 | $50,381 | $131,835-61.8% | $108,582-53.6% | $273,972-81.6% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 6.81% | -91.57%+98.4pp | -51.70%+58.5pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,604 | $4,913-67.3% | $3,758-57.3% | $4,869-67.0% |
| Participant deferral / active EE | $3,796 | $5,127-26.0% | $4,311-12.0% | $5,287-28.2% |
| Admin fee / account holder | $7,574 | $10,253-26.1% | $7,645-0.9% | $10,133-25.2% |