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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 | $58,294 | $39,798+46.5% | $67,704-13.9% | $59,633-2.2% |
| Participation rate | 95.5% | 57.4%+38.1pp | 67.5%+27.9pp | 68.7%+26.8pp |
| Annual return | -2.89% | 89.94%-92.8pp | 25.41%-28.3pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $1,649 | $1,393+18.4% | $2,559-35.6% | $2,203-25.1% |
| Participant deferral / active EE | $3,418 | $2,335+46.4% | $3,585-4.7% | $3,192+7.1% |
| Admin fee / account holder | $1,907 | $3,212-40.6% | $4,255-55.2% | $4,297-55.6% |