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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 | $69,442 | $56,197+23.6% | $67,652+2.6% | $59,633+16.4% |
| Participation rate | 72.7% | 71.5%+1.3pp | 75.7%-2.9pp | 68.7%+4.1pp |
| Annual return | -0.18% | 18508.10%-18508.3pp | 6625.40%-6625.6pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $2,607 | $1,615+61.5% | $2,266+15.1% | $2,203+18.4% |
| Participant deferral / active EE | $2,092 | $2,844-26.4% | $3,560-41.2% | $3,192-34.5% |
| Admin fee / account holder | $4,991 | $3,958+26.1% | $4,821+3.5% | $4,297+16.1% |