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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 | $127,829 | $65,704+94.6% | $94,229+35.7% | $59,633+114.4% |
| Participation rate | 93.8% | 72.1%+21.6pp | 78.8%+15.0pp | 68.7%+25.1pp |
| Annual return | 0.35% | 5.22%-4.9pp | 10.68%-10.3pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $873 | $2,021-56.8% | $3,587-75.7% | $2,203-60.3% |
| Participant deferral / active EE | $3,340 | $3,143+6.3% | $4,320-22.7% | $3,192+4.6% |
| Admin fee / account holder | $18,273 | $4,265+328.5% | $6,269+191.5% | $4,297+325.3% |