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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 | $33,394 | $86,701-61.5% | $73,309-54.4% | $125,388-73.4% |
| Participation rate | 70.0% | 78.6%-8.6pp | 74.9%-4.9pp | 83.2%-13.2pp |
| Annual return | 5.15% | 2.78%+2.4pp | 5.67%-0.5pp | 282.24%-277.1pp |
| Employer contribution / active EE | $1,058 | $4,152-74.5% | $3,237-67.3% | $4,866-78.3% |
| Participant deferral / active EE | $2,117 | $5,549-61.8% | $4,991-57.6% | $5,352-60.4% |
| Admin fee / account holder | $17,076 | $7,768+119.8% | $5,635+203.0% | $9,541+79.0% |