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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 | $24,462 | $45,566-46.3% | $64,105-61.8% | $59,633-59.0% |
| Participation rate | 85.7% | 60.2%+25.5pp | 68.2%+17.5pp | 68.7%+17.0pp |
| Annual return | 0.04% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $1,305 | $934+39.7% | $1,820-28.3% | $2,203-40.8% |
| Participant deferral / active EE | $1,801 | $2,057-12.4% | $2,822-36.2% | $3,192-43.6% |
| Admin fee / account holder | $2,251 | $3,268-31.1% | $4,499-50.0% | $4,297-47.6% |