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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 | $46,596 | $63,703-26.9% | $93,063-49.9% | $82,448-43.5% |
| Participation rate | 92.1% | 63.8%+28.3pp | 72.1%+20.0pp | 68.1%+24.0pp |
| Annual return | 16.48% | -775.43%+791.9pp | 34.15%-17.7pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,533 | $1,729-11.3% | $2,476-38.1% | $2,551-39.9% |
| Participant deferral / active EE | $2,035 | $2,919-30.3% | $3,958-48.6% | $4,139-50.8% |
| Admin fee / account holder | $5,533 | $5,982-7.5% | $6,033-8.3% | $7,234-23.5% |