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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 | $54,782 | $78,988-30.6% | - | $273,968-80.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | - | 83.0%+17.0pp |
| Annual return | 5.47% | 18.48%-13.0pp | - | 41.45%-36.0pp |
| Employer contribution / active EE | $2,500 | $4,066-38.5% | - | $4,869-48.7% |
| Participant deferral / active EE | $0 | $3,397-100.0% | - | $5,287-100.0% |
| Admin fee / account holder | $3,882 | $13,270-70.7% | - | $10,132-61.7% |