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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 | $71,549 | $124,346-42.5% | $111,308-35.7% | $167,536-57.3% |
| Participation rate | 81.0% | 79.6%+1.3pp | 77.3%+3.6pp | 82.1%-1.2pp |
| Annual return | 11.53% | 37.45%-25.9pp | 54.67%-43.1pp | 478.82%-467.3pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,109 | $5,182-20.7% | $4,487-8.4% | $6,342-35.2% |
| Admin fee / account holder | $5,174 | $10,621-51.3% | $7,965-35.0% | $12,315-58.0% |