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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 | $79,991 | $72,177+10.8% | $115,038-30.5% | $59,633+34.1% |
| Participation rate | 85.7% | 72.6%+13.2pp | 81.4%+4.3pp | 68.7%+17.0pp |
| Annual return | -1.40% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $3,032 | $2,841+6.7% | $4,608-34.2% | $2,203+37.7% |
| Participant deferral / active EE | $7,213 | $4,783+50.8% | $6,026+19.7% | $3,192+126.0% |
| Admin fee / account holder | $2,456 | $4,927-50.1% | $8,175-70.0% | $4,297-42.8% |