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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 | $25,810 | $52,678-51.0% | $75,784-65.9% | $59,633-56.7% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.8%-0.8pp | 68.7%+6.3pp |
| Annual return | -0.87% | 2.95%-3.8pp | 9.68%-10.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $2,957 | $2,193+34.8% | $3,323-11.0% | $2,203+34.3% |
| Participant deferral / active EE | $2,158 | $2,591-16.7% | $3,652-40.9% | $3,192-32.4% |
| Admin fee / account holder | $4,325 | $3,610+19.8% | $5,300-18.4% | $4,297+0.7% |