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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 | $24,209 | $154,228-84.3% | $145,433-83.4% | $137,256-82.4% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $3,115 | $4,804-35.1% | $4,554-31.6% | $4,156-25.0% |
| Participant deferral / active EE | $5,878 | $8,216-28.5% | $7,897-25.6% | $6,407-8.3% |
| Admin fee / account holder | $2,359 | $14,344-83.6% | $13,129-82.0% | $12,270-80.8% |