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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 | $79,758 | $110,303-27.7% | $95,759-16.7% | $139,487-42.8% |
| Participation rate | 90.0% | 75.7%+14.3pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 17.26% | 27.19%-9.9pp | 28.42%-11.2pp | 373.84%-356.6pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,158 | $4,674+10.3% | $4,244+21.5% | $6,713-23.2% |
| Admin fee / account holder | $8,824 | $6,615+33.4% | $5,678+55.4% | $11,407-22.6% |