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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 | $38,328 | $140,578-72.7% | $100,671-61.9% | $125,389-69.4% |
| Participation rate | 78.3% | 80.4%-2.1pp | 70.7%+7.5pp | 83.2%-4.9pp |
| Annual return | 0.78% | 24.67%-23.9pp | 20.43%-19.7pp | 282.24%-281.5pp |
| Employer contribution / active EE | $1,727 | $5,965-71.1% | $4,012-57.0% | $4,866-64.5% |
| Participant deferral / active EE | $3,916 | $3,981-1.6% | $3,144+24.6% | $5,352-26.8% |
| Admin fee / account holder | $496 | $6,716-92.6% | $4,850-89.8% | $9,541-94.8% |