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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 | $131,640 | $62,583+110.3% | $76,767+71.5% | $64,173+105.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.23% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,086 | $1,832+13.9% | $2,485-16.1% | $2,381-12.4% |
| Participant deferral / active EE | $4,082 | $3,145+29.8% | $3,852+6.0% | $3,470+17.6% |
| Admin fee / account holder | $35,254 | $4,667+655.4% | $6,675+428.1% | $4,887+621.3% |