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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 | $61,528 | $82,028-25.0% | $123,105-50.0% | $59,633+3.2% |
| Participation rate | 89.2% | 83.2%+6.0pp | 86.8%+2.5pp | 68.7%+20.6pp |
| Annual return | 1.07% | 5.12%-4.0pp | 13.22%-12.1pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $1,681 | $3,297-49.0% | $5,151-67.4% | $2,203-23.7% |
| Participant deferral / active EE | $6,155 | $4,667+31.9% | $6,229-1.2% | $3,192+92.9% |
| Admin fee / account holder | $16,400 | $5,879+179.0% | $9,014+81.9% | $4,297+281.7% |