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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 | $52,412 | $65,704-20.2% | $94,229-44.4% | $59,633-12.1% |
| Participation rate | 76.9% | 72.1%+4.8pp | 78.8%-1.8pp | 68.7%+8.3pp |
| Annual return | 0.87% | 5.22%-4.3pp | 10.68%-9.8pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $483 | $2,021-76.1% | $3,587-86.5% | $2,203-78.1% |
| Participant deferral / active EE | $2,216 | $3,143-29.5% | $4,320-48.7% | $3,192-30.6% |
| Admin fee / account holder | $1,207 | $4,265-71.7% | $6,269-80.7% | $4,297-71.9% |