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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 | $40,590 | $52,678-22.9% | $75,784-46.4% | $59,633-31.9% |
| Participation rate | 87.9% | 67.2%+20.7pp | 75.8%+12.1pp | 68.7%+19.2pp |
| Annual return | 0.09% | 2.95%-2.9pp | 9.68%-9.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $433 | $2,193-80.3% | $3,323-87.0% | $2,203-80.3% |
| Participant deferral / active EE | $2,485 | $2,591-4.1% | $3,652-31.9% | $3,192-22.1% |
| Admin fee / account holder | $652 | $3,610-81.9% | $5,300-87.7% | $4,297-84.8% |