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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 | $40,025 | $72,177-44.5% | $115,037-65.2% | $59,633-32.9% |
| Participation rate | 90.5% | 72.6%+17.9pp | 81.4%+9.1pp | 68.7%+21.8pp |
| Annual return | -1.81% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $3,276 | $2,841+15.3% | $4,608-28.9% | $2,203+48.7% |
| Participant deferral / active EE | $6,150 | $4,783+28.6% | $6,026+2.1% | $3,192+92.7% |
| Admin fee / account holder | $1,558 | $4,927-68.4% | $8,175-80.9% | $4,297-63.7% |