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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 | $192,767 | $82,028+135.0% | $123,105+56.6% | $59,633+223.3% |
| Participation rate | 84.6% | 83.2%+1.4pp | 86.8%-2.2pp | 68.7%+15.9pp |
| Annual return | -0.60% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $13,627 | $3,297+313.3% | $5,151+164.5% | $2,203+518.7% |
| Participant deferral / active EE | $7,975 | $4,667+70.9% | $6,229+28.0% | $3,192+149.9% |
| Admin fee / account holder | $1,323 | $5,879-77.5% | $9,014-85.3% | $4,297-69.2% |