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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 | $64,379 | $72,177-10.8% | $115,038-44.0% | $59,633+8.0% |
| Participation rate | 88.3% | 72.6%+15.8pp | 81.4%+6.9pp | 68.7%+19.6pp |
| Annual return | -0.53% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,337 | $2,841-17.7% | $4,608-49.3% | $2,203+6.1% |
| Participant deferral / active EE | $4,575 | $4,783-4.3% | $6,026-24.1% | $3,192+43.4% |
| Admin fee / account holder | $1,495 | $4,927-69.6% | $8,175-81.7% | $4,297-65.2% |