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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 | $57,146 | $115,225-50.4% | $100,712-43.3% | $138,895-58.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.10% | 40.35%-29.3pp | 33.27%-22.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $938 | $2,771-66.2% | $2,313-59.5% | $4,194-77.6% |
| Participant deferral / active EE | $2,881 | $4,699-38.7% | $4,085-29.5% | $6,396-55.0% |
| Admin fee / account holder | $1,148 | $10,844-89.4% | $9,256-87.6% | $12,562-90.9% |