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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 | $54,620 | $154,209-64.6% | $130,062-58.0% | $139,487-60.8% |
| Participation rate | 81.0% | 82.0%-1.0pp | 78.5%+2.4pp | 80.3%+0.6pp |
| Annual return | 13.52% | 32.52%-19.0pp | -137.37%+150.9pp | 373.84%-360.3pp |
| Employer contribution / active EE | $3,122 | $5,292-41.0% | $4,322-27.8% | $4,755-34.3% |
| Participant deferral / active EE | $6,289 | $6,709-6.3% | $5,821+8.1% | $6,713-6.3% |
| Admin fee / account holder | $18,932 | $13,988+35.3% | $10,601+78.6% | $11,407+66.0% |