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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 | $125,537 | $75,832+65.5% | $147,618-15.0% | $59,633+110.5% |
| Participation rate | 77.6% | 71.6%+6.0pp | 84.6%-7.0pp | 68.7%+8.9pp |
| Annual return | 0.25% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $1,670 | $3,485-52.1% | $5,565-70.0% | $2,203-24.2% |
| Participant deferral / active EE | $5,090 | $3,131+62.6% | $4,895+4.0% | $3,192+59.5% |
| Admin fee / account holder | $372 | $5,986-93.8% | $11,612-96.8% | $4,297-91.3% |