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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 | $151,489 | $52,678+187.6% | $75,784+99.9% | $59,633+154.0% |
| Participation rate | 93.9% | 67.2%+26.7pp | 75.8%+18.1pp | 68.7%+25.3pp |
| Annual return | -0.09% | 2.95%-3.0pp | 9.68%-9.8pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $5,396 | $2,193+146.0% | $3,323+62.4% | $2,203+145.0% |
| Participant deferral / active EE | $4,529 | $2,591+74.8% | $3,652+24.0% | $3,192+41.9% |
| Admin fee / account holder | $1,879 | $3,610-48.0% | $5,300-64.6% | $4,297-56.3% |