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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 | $62,033 | $61,789+0.4% | $97,167-36.2% | $80,874-23.3% |
| Participation rate | 90.6% | 63.5%+27.1pp | 72.7%+17.9pp | 67.6%+23.0pp |
| Annual return | 10.58% | -557.90%+568.5pp | 75.27%-64.7pp | 35.62%-25.0pp |
| Employer contribution / active EE | $6,901 | $1,837+275.7% | $2,729+152.9% | $2,756+150.4% |
| Participant deferral / active EE | $2,282 | $3,028-24.7% | $4,264-46.5% | $4,297-46.9% |
| Admin fee / account holder | $475 | $5,168-90.8% | $5,650-91.6% | $6,935-93.1% |