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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 | $28,467 | $71,873-60.4% | $86,698-67.2% | $68,490-58.4% |
| Participation rate | 95.6% | 72.2%+23.3pp | 76.6%+19.0pp | 67.9%+27.7pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,881 | $2,173-13.5% | $2,837-33.7% | $2,597-27.6% |
| Participant deferral / active EE | $4,343 | $3,779+14.9% | $4,656-6.7% | $4,028+7.8% |
| Admin fee / account holder | $1,274 | $6,110-79.1% | $7,492-83.0% | $5,403-76.4% |