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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 | $51,722 | $61,660-16.1% | $80,022-35.4% | $64,173-19.4% |
| Participation rate | 93.0% | 71.7%+21.3pp | 75.8%+17.2pp | 69.6%+23.5pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,725 | $1,810+105.8% | $2,468+50.9% | $2,381+56.5% |
| Participant deferral / active EE | $5,000 | $2,968+68.5% | $3,686+35.7% | $3,470+44.1% |
| Admin fee / account holder | $1,120 | $5,417-79.3% | $6,521-82.8% | $4,887-77.1% |