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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 | $54,278 | $113,941-52.4% | $94,229-42.4% | $125,389-56.7% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | 0.11% | 5.29%-5.2pp | 10.68%-10.6pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,506 | $4,727-68.1% | $3,587-58.0% | $4,866-69.0% |
| Participant deferral / active EE | $3,342 | $5,179-35.5% | $4,320-22.7% | $5,352-37.6% |
| Admin fee / account holder | $2,222 | $8,392-73.5% | $6,269-64.6% | $9,541-76.7% |