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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 | $36,920 | $59,186-37.6% | $76,768-51.9% | $56,287-34.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -0.54% | 6.62%-7.2pp | 2.43%-3.0pp | -9.96%+9.4pp |
| Employer contribution / active EE | $989 | $1,759-43.8% | $2,485-60.2% | $2,111-53.1% |
| Participant deferral / active EE | $2,192 | $3,255-32.6% | $3,852-43.1% | $3,350-34.6% |
| Admin fee / account holder | $1,172 | $489+139.6% | $6,675-82.4% | $521+125.0% |