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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 | $46,902 | $78,694-40.4% | $67,652-30.7% | $125,389-62.6% |
| Participation rate | 70.0% | 78.8%-8.8pp | 75.7%-5.7pp | 83.2%-13.2pp |
| Annual return | 0.76% | 9.46%-8.7pp | 6625.40%-6624.6pp | 282.24%-281.5pp |
| Employer contribution / active EE | $1,303 | $3,044-57.2% | $2,266-42.5% | $4,866-73.2% |
| Participant deferral / active EE | $1,584 | $4,292-63.1% | $3,560-55.5% | $5,352-70.4% |
| Admin fee / account holder | $8,827 | $7,403+19.2% | $4,821+83.1% | $9,541-7.5% |