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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 | $48,495 | $117,904-58.9% | $102,457-52.7% | $145,978-66.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 12.92% | 31.80%-18.9pp | 29.41%-16.5pp | 550.52%-537.6pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,067 | $5,733-11.6% | $5,054+0.3% | $6,690-24.3% |
| Admin fee / account holder | $9,925 | $13,329-25.5% | $9,451+5.0% | $13,400-25.9% |