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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 | $54,339 | $110,337-50.8% | $102,383-46.9% | $145,877-62.7% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 9.17% | 24.83%-15.7pp | 24.94%-15.8pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,805 | $4,216-57.2% | $3,870-53.4% | $4,663-61.3% |
| Participant deferral / active EE | $4,548 | $5,621-19.1% | $5,060-10.1% | $6,691-32.0% |
| Admin fee / account holder | $771 | $9,750-92.1% | $8,391-90.8% | $13,402-94.2% |