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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 | $48,374 | $65,704-26.4% | $94,229-48.7% | $59,633-18.9% |
| Participation rate | 97.4% | 72.1%+25.3pp | 78.8%+18.7pp | 68.7%+28.8pp |
| Annual return | -1.85% | 5.22%-7.1pp | 10.68%-12.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,968 | $2,021-2.6% | $3,587-45.1% | $2,203-10.7% |
| Participant deferral / active EE | $3,043 | $3,143-3.2% | $4,320-29.6% | $3,192-4.7% |
| Admin fee / account holder | $5,897 | $4,265+38.3% | $6,269-5.9% | $4,297+37.2% |