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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 | $78,987 | $72,177+9.4% | $115,038-31.3% | $59,633+32.5% |
| Participation rate | 95.8% | 72.6%+23.3pp | 81.4%+14.5pp | 68.7%+27.2pp |
| Annual return | -2.15% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $6,568 | $2,841+131.2% | $4,608+42.5% | $2,203+198.2% |
| Participant deferral / active EE | $10,829 | $4,783+126.4% | $6,026+79.7% | $3,192+239.3% |
| Admin fee / account holder | $7,436 | $4,927+50.9% | $8,175-9.0% | $4,297+73.1% |