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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 | $21,400 | $72,388-70.4% | $111,392-80.8% | $64,173-66.7% |
| Participation rate | 97.7% | 70.5%+27.2pp | 78.9%+18.8pp | 69.6%+28.1pp |
| Annual return | -3.69% | -1.50%-2.2pp | -2.06%-1.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,418 | $3,000-52.7% | $4,328-67.2% | $2,381-40.4% |
| Participant deferral / active EE | $1,808 | $4,241-57.4% | $5,567-67.5% | $3,470-47.9% |
| Admin fee / account holder | $1,230 | $5,719-78.5% | $12,266-90.0% | $4,887-74.8% |