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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 | $47,523 | $142,409-66.6% | $119,634-60.3% | $134,545-64.7% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | 13.51% | -12.46%+26.0pp | -14.98%+28.5pp | 418.37%-404.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,533 | $6,468-29.9% | $5,601-19.1% | $6,401-29.2% |
| Admin fee / account holder | $55,113 | $13,594+305.4% | $10,329+433.6% | $11,431+382.2% |