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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 | $25,670 | $70,002-63.3% | $115,037-77.7% | $52,331-50.9% |
| Participation rate | 92.0% | 72.1%+19.9pp | 81.4%+10.6pp | 68.1%+23.9pp |
| Annual return | -0.11% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,911 | $2,715-29.6% | $4,608-58.5% | $1,882+1.5% |
| Participant deferral / active EE | $3,771 | $4,920-23.3% | $6,026-37.4% | $3,022+24.8% |
| Admin fee / account holder | $4,441 | $566+684.6% | $8,175-45.7% | $592+650.6% |