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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 | $74,772 | $113,941-34.4% | $94,229-20.6% | $125,389-40.4% |
| Participation rate | 93.8% | 82.9%+10.9pp | 78.8%+15.0pp | 83.2%+10.6pp |
| Annual return | 0.03% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,108 | $4,727-76.6% | $3,587-69.1% | $4,866-77.2% |
| Participant deferral / active EE | $4,719 | $5,179-8.9% | $4,320+9.2% | $5,352-11.8% |
| Admin fee / account holder | $7,718 | $8,392-8.0% | $6,269+23.1% | $9,541-19.1% |