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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 | $47,412 | $72,177-34.3% | $115,038-58.8% | $59,633-20.5% |
| Participation rate | 88.0% | 72.6%+15.4pp | 81.4%+6.6pp | 68.7%+19.3pp |
| Annual return | 1.14% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $1,511 | $2,841-46.8% | $4,608-67.2% | $2,203-31.4% |
| Participant deferral / active EE | $6,421 | $4,783+34.3% | $6,026+6.5% | $3,192+101.2% |
| Admin fee / account holder | $6,310 | $4,927+28.1% | $8,175-22.8% | $4,297+46.9% |