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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 | $69,158 | $75,832-8.8% | $147,617-53.2% | $59,633+16.0% |
| Participation rate | 81.0% | 71.6%+9.4pp | 84.6%-3.6pp | 68.7%+12.3pp |
| Annual return | -0.59% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,075 | $3,485-40.5% | $5,564-62.7% | $2,203-5.8% |
| Participant deferral / active EE | $3,725 | $3,131+19.0% | $4,895-23.9% | $3,192+16.7% |
| Admin fee / account holder | $8,265 | $5,986+38.1% | $11,612-28.8% | $4,297+92.3% |