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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 | $86,690 | $157,304-44.9% | $141,197-38.6% | $152,909-43.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.42% | 64.34%-41.9pp | 71.41%-49.0pp | 345.46%-323.0pp |
| Employer contribution / active EE | $2,919 | $5,263-44.5% | $4,736-38.4% | $4,764-38.7% |
| Participant deferral / active EE | $5,808 | $7,111-18.3% | $6,710-13.4% | $5,851-0.7% |
| Admin fee / account holder | $5,056 | $12,126-58.3% | $10,265-50.7% | $11,601-56.4% |