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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 | $74,201 | $41,377+79.3% | $109,313-32.1% | $62,881+18.0% |
| Participation rate | 79.3% | 57.5%+21.7pp | 71.3%+8.0pp | 69.3%+10.0pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $925 | $1,276-27.5% | $3,892-76.2% | $2,281-59.4% |
| Participant deferral / active EE | $3,279 | $2,045+60.3% | $3,166+3.5% | $3,203+2.4% |
| Admin fee / account holder | $3,071 | $2,884+6.5% | $5,666-45.8% | $4,296-28.5% |