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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 | $139,840 | $72,177+93.7% | $115,038+21.6% | $59,633+134.5% |
| Participation rate | 96.9% | 72.6%+24.3pp | 81.4%+15.5pp | 68.7%+28.2pp |
| Annual return | -0.48% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $5,084 | $2,841+78.9% | $4,608+10.3% | $2,203+130.8% |
| Participant deferral / active EE | $7,478 | $4,783+56.4% | $6,026+24.1% | $3,192+134.3% |
| Admin fee / account holder | $2,239 | $4,927-54.6% | $8,175-72.6% | $4,297-47.9% |