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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 | $151,285 | $52,678+187.2% | $75,784+99.6% | $59,633+153.7% |
| Participation rate | 76.5% | 67.2%+9.2pp | 75.8%+0.6pp | 68.7%+7.8pp |
| Annual return | -1.23% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $5,444 | $2,193+148.2% | $3,323+63.8% | $2,203+147.2% |
| Participant deferral / active EE | $5,404 | $2,591+108.6% | $3,652+48.0% | $3,192+69.3% |
| Admin fee / account holder | $2,918 | $3,610-19.2% | $5,300-44.9% | $4,297-32.1% |