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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 | $27,434 | $86,701-68.4% | $73,309-62.6% | $125,389-78.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 3.27% | 2.78%+0.5pp | 5.67%-2.4pp | 282.24%-279.0pp |
| Employer contribution / active EE | $1,240 | $4,152-70.1% | $3,237-61.7% | $4,866-74.5% |
| Participant deferral / active EE | $1,658 | $5,549-70.1% | $4,991-66.8% | $5,352-69.0% |
| Admin fee / account holder | $26,503 | $7,768+241.2% | $5,635+370.3% | $9,541+177.8% |