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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 | $42,690 | $65,704-35.0% | $94,229-54.7% | $59,633-28.4% |
| Participation rate | 81.5% | 72.1%+9.4pp | 78.8%+2.7pp | 68.7%+12.8pp |
| Annual return | 0.03% | 5.22%-5.2pp | 10.68%-10.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $2,399 | $2,021+18.7% | $3,587-33.1% | $2,203+8.9% |
| Participant deferral / active EE | $4,907 | $3,143+56.1% | $4,320+13.6% | $3,192+53.7% |
| Admin fee / account holder | $1,337 | $4,265-68.7% | $6,269-78.7% | $4,297-68.9% |