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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 | $39,758 | $72,177-44.9% | $115,037-65.4% | $59,633-33.3% |
| Participation rate | 82.5% | 72.6%+9.9pp | 81.4%+1.1pp | 68.7%+13.8pp |
| Annual return | 0.63% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $3,111 | $2,841+9.5% | $4,608-32.5% | $2,203+41.2% |
| Participant deferral / active EE | $6,216 | $4,783+30.0% | $6,026+3.1% | $3,192+94.8% |
| Admin fee / account holder | $1,286 | $4,927-73.9% | $8,175-84.3% | $4,297-70.1% |