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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 | $26,878 | $54,380-50.6% | $68,509-60.8% | $59,633-54.9% |
| Participation rate | 92.4% | 70.2%+22.2pp | 74.7%+17.7pp | 68.7%+23.7pp |
| Annual return | 4.78% | 2.83%+1.9pp | 8.27%-3.5pp | 2041.40%-2036.6pp |
| Employer contribution / active EE | $382 | $1,539-75.1% | $2,278-83.2% | $2,203-82.6% |
| Participant deferral / active EE | $2,253 | $2,643-14.8% | $3,382-33.4% | $3,192-29.4% |
| Admin fee / account holder | $637 | $3,885-83.6% | $5,275-87.9% | $4,297-85.2% |