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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 | $60,381 | $57,352+5.3% | $83,831-28.0% | $64,173-5.9% |
| Participation rate | 83.9% | 68.6%+15.3pp | 76.1%+7.7pp | 69.6%+14.3pp |
| Annual return | -5.75% | 11.38%-17.1pp | 850.99%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,225 | $2,546-12.6% | $3,631-38.7% | $2,381-6.5% |
| Participant deferral / active EE | $4,740 | $2,993+58.4% | $4,082+16.1% | $3,470+36.6% |
| Admin fee / account holder | $12,426 | $4,046+207.1% | $5,479+126.8% | $4,887+154.2% |