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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 | $111,421 | $91,198+22.2% | $178,503-37.6% | $79,856+39.5% |
| Participation rate | 94.1% | 69.2%+24.9pp | 81.9%+12.2pp | 69.6%+24.5pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $713 | $3,257-78.1% | $5,011-85.8% | $2,471-71.2% |
| Participant deferral / active EE | $1,476 | $3,237-54.4% | $5,202-71.6% | $3,741-60.5% |
| Admin fee / account holder | $1,979 | $6,748-70.7% | $13,987-85.9% | $5,306-62.7% |