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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 | $85,088 | $72,269+17.7% | $101,271-16.0% | $79,852+6.6% |
| Participation rate | 76.7% | 68.5%+8.2pp | 75.8%+0.9pp | 69.6%+7.0pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,763 | $2,692-34.5% | $3,660-51.8% | $2,471-28.7% |
| Participant deferral / active EE | $4,846 | $3,282+47.7% | $4,371+10.9% | $3,740+29.6% |
| Admin fee / account holder | $648 | $4,401-85.3% | $5,948-89.1% | $5,306-87.8% |