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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 | $97,741 | $42,383+130.6% | $76,518+27.7% | $64,173+52.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 11.53% | -16.54%+28.1pp | -0.27%+11.8pp | 7.63%+3.9pp |
| Employer contribution / active EE | $2,395 | $1,563+53.2% | $2,647-9.5% | $2,381+0.6% |
| Participant deferral / active EE | $4,611 | $2,566+79.7% | $3,836+20.2% | $3,470+32.9% |
| Admin fee / account holder | $1,720 | $3,198-46.2% | $4,849-64.5% | $4,887-64.8% |