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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 | $35,768 | $64,311-44.4% | $57,356-37.6% | $125,389-71.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 83.2%-13.2pp |
| Annual return | 0.47% | 25.14%-24.7pp | 24.41%-23.9pp | 282.24%-281.8pp |
| Employer contribution / active EE | $2,346 | $3,193-26.5% | $2,689-12.8% | $4,866-51.8% |
| Participant deferral / active EE | $5,326 | $3,846+38.5% | $3,162+68.4% | $5,352-0.5% |
| Admin fee / account holder | $19,929 | $5,243+280.1% | $3,357+493.6% | $9,541+108.9% |