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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 | $73,368 | $21,859+235.6% | - | $64,173+14.3% |
| Participation rate | 96.9% | 49.4%+47.5pp | - | 69.6%+27.3pp |
| Annual return | 1.40% | -2.64%+4.0pp | - | 7.63%-6.2pp |
| Employer contribution / active EE | $9,688 | $1,556+522.4% | - | $2,381+306.9% |
| Participant deferral / active EE | $0 | $1,289-100.0% | - | $3,470-100.0% |
| Admin fee / account holder | $5,198 | $1,657+213.7% | - | $4,887+6.4% |