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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 | $14,739 | $73,848-80.0% | $143,799-89.8% | $68,486-78.5% |
| Participation rate | 80.6% | 66.7%+13.9pp | 80.3%+0.2pp | 67.9%+12.7pp |
| Annual return | 4.04% | 0.91%+3.1pp | -0.04%+4.1pp | -7.85%+11.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,874 | $3,385+73.5% | $5,638+4.2% | $4,028+45.8% |
| Admin fee / account holder | $7,161 | $5,755+24.4% | $14,677-51.2% | $5,404+32.5% |