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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 | $55,913 | $52,911+5.7% | $73,309-23.7% | $59,633-6.2% |
| Participation rate | 94.1% | 68.2%+25.9pp | 74.9%+19.2pp | 68.7%+25.4pp |
| Annual return | -1.31% | 12.20%-13.5pp | 5.67%-7.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,874 | $1,909-1.8% | $3,237-42.1% | $2,203-14.9% |
| Participant deferral / active EE | $5,382 | $4,069+32.3% | $4,991+7.8% | $3,192+68.6% |
| Admin fee / account holder | $357 | $3,835-90.7% | $5,635-93.7% | $4,297-91.7% |