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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 | $78,857 | $65,704+20.0% | $94,229-16.3% | $59,633+32.2% |
| Participation rate | 96.6% | 72.1%+24.4pp | 78.8%+17.8pp | 68.7%+27.9pp |
| Annual return | -0.11% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $5,133 | $2,021+154.0% | $3,587+43.1% | $2,203+133.0% |
| Participant deferral / active EE | $7,461 | $3,143+137.4% | $4,320+72.7% | $3,192+133.8% |
| Admin fee / account holder | $301 | $4,265-92.9% | $6,269-95.2% | $4,297-93.0% |