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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 | $169,810 | $72,177+135.3% | $115,038+47.6% | $59,633+184.8% |
| Participation rate | 93.8% | 72.6%+21.3pp | 81.4%+12.5pp | 68.7%+25.2pp |
| Annual return | -2.18% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $573 | $2,841-79.8% | $4,608-87.6% | $2,203-74.0% |
| Participant deferral / active EE | $6,004 | $4,783+25.5% | $6,026-0.4% | $3,192+88.1% |
| Admin fee / account holder | $1,200 | $4,927-75.6% | $8,175-85.3% | $4,297-72.1% |