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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 | $57,658 | $49,177+17.2% | $79,476-27.5% | $64,181-10.2% |
| Participation rate | 80.5% | 65.0%+15.5pp | 73.3%+7.2pp | 69.6%+11.0pp |
| Annual return | 2.36% | -1.16%+3.5pp | 718.21%-715.8pp | 7.63%-5.3pp |
| Employer contribution / active EE | $576 | $2,076-72.3% | $2,800-79.4% | $2,381-75.8% |
| Participant deferral / active EE | $2,791 | $2,821-1.1% | $3,704-24.7% | $3,470-19.6% |
| Admin fee / account holder | $5,184 | $3,839+35.1% | $5,113+1.4% | $4,887+6.1% |