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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 | $58,792 | $72,404-18.8% | $110,243-46.7% | $64,173-8.4% |
| Participation rate | 88.2% | 73.3%+14.8pp | 79.8%+8.3pp | 69.6%+18.6pp |
| Annual return | 3.15% | -6.29%+9.4pp | 314.76%-311.6pp | 7.63%-4.5pp |
| Employer contribution / active EE | $1,232 | $2,282-46.0% | $3,827-67.8% | $2,381-48.2% |
| Participant deferral / active EE | $4,324 | $3,469+24.6% | $4,672-7.5% | $3,470+24.6% |
| Admin fee / account holder | $17,097 | $5,664+201.8% | $8,548+100.0% | $4,887+249.8% |