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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 | $45,560 | $100,073-54.5% | $85,126-46.5% | $145,877-68.8% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 10.17% | 84.11%-73.9pp | 66.63%-56.5pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,851 | $3,236-42.8% | $2,731-32.2% | $4,663-60.3% |
| Participant deferral / active EE | $2,433 | $5,294-54.0% | $4,523-46.2% | $6,691-63.6% |
| Admin fee / account holder | $5,253 | $7,261-27.7% | $6,160-14.7% | $13,402-60.8% |