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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 | $47,783 | $54,380-12.1% | $68,509-30.3% | $59,633-19.9% |
| Participation rate | 90.2% | 70.2%+20.0pp | 74.7%+15.5pp | 68.7%+21.5pp |
| Annual return | -0.67% | 2.83%-3.5pp | 8.27%-8.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $384 | $1,539-75.0% | $2,278-83.1% | $2,203-82.6% |
| Participant deferral / active EE | $2,908 | $2,643+10.0% | $3,382-14.0% | $3,192-8.9% |
| Admin fee / account holder | $4,520 | $3,885+16.3% | $5,275-14.3% | $4,297+5.2% |