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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 | $31,179 | $103,164-69.8% | $90,259-65.5% | $154,746-79.9% |
| Participation rate | 70.0% | 76.1%-6.1pp | 70.7%-0.7pp | 80.7%-10.7pp |
| Annual return | 10.53% | 19.25%-8.7pp | 18.88%-8.3pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,234 | $2,532-51.3% | $2,291-46.2% | $4,379-71.8% |
| Participant deferral / active EE | $1,357 | $4,422-69.3% | $3,827-64.5% | $6,730-79.8% |
| Admin fee / account holder | $51,248 | $8,593+496.4% | $7,267+605.2% | $14,365+256.8% |