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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 | $120,474 | $72,177+66.9% | $115,038+4.7% | $59,633+102.0% |
| Participation rate | 76.7% | 72.6%+4.2pp | 81.4%-4.6pp | 68.7%+8.1pp |
| Annual return | 0.79% | 12.02%-11.2pp | 26.14%-25.4pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $11,548 | $4,783+141.5% | $6,026+91.6% | $3,192+261.8% |
| Admin fee / account holder | $12,969 | $4,927+163.2% | $8,175+58.6% | $4,297+201.8% |