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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 | $41,163 | $72,177-43.0% | $115,037-64.2% | $59,633-31.0% |
| Participation rate | 87.4% | 72.6%+14.8pp | 81.4%+6.0pp | 68.7%+18.7pp |
| Annual return | 0.50% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $1,495 | $2,841-47.4% | $4,608-67.6% | $2,203-32.1% |
| Participant deferral / active EE | $6,313 | $4,783+32.0% | $6,026+4.8% | $3,192+97.8% |
| Admin fee / account holder | $4,671 | $4,927-5.2% | $8,175-42.9% | $4,297+8.7% |