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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 | $145,807 | $52,678+176.8% | $75,784+92.4% | $59,633+144.5% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.8%+12.2pp | 68.7%+19.3pp |
| Annual return | -0.45% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $9,672 | $2,193+340.9% | $3,323+191.0% | $2,203+339.1% |
| Participant deferral / active EE | $4,102 | $2,591+58.3% | $3,652+12.3% | $3,192+28.5% |
| Admin fee / account holder | $457 | $3,610-87.3% | $5,300-91.4% | $4,297-89.4% |