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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 | $36,106 | $87,546-58.8% | $75,784-52.4% | $125,389-71.2% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | -0.40% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,083 | $3,930-72.4% | $3,323-67.4% | $4,866-77.7% |
| Participant deferral / active EE | $1,294 | $4,230-69.4% | $3,652-64.6% | $5,352-75.8% |
| Admin fee / account holder | $1,088 | $6,503-83.3% | $5,300-79.5% | $9,541-88.6% |