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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 | $49,081 | $71,873-31.7% | $86,698-43.4% | $68,490-28.3% |
| Participation rate | 97.4% | 72.2%+25.1pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | -11.40% | 3.54%-14.9pp | 35.96%-47.4pp | -7.85%-3.5pp |
| Employer contribution / active EE | $8,463 | $2,173+289.4% | $2,837+198.3% | $2,597+225.9% |
| Participant deferral / active EE | $4,710 | $3,779+24.6% | $4,656+1.1% | $4,028+16.9% |
| Admin fee / account holder | $33,319 | $6,110+445.3% | $7,492+344.7% | $5,403+516.7% |