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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 | $43,516 | $91,537-52.5% | $130,045-66.5% | $75,173-42.1% |
| Participation rate | 93.5% | 71.5%+22.1pp | 78.5%+15.0pp | 67.2%+26.3pp |
| Annual return | 15.81% | -631.55%+647.4pp | -137.30%+153.1pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,566 | $2,845-44.9% | $4,321-63.8% | $2,671-41.4% |
| Participant deferral / active EE | $4,004 | $4,343-7.8% | $5,820-31.2% | $4,126-3.0% |
| Admin fee / account holder | $963 | $6,780-85.8% | $10,600-90.9% | $5,651-83.0% |