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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 | $59,483 | $72,177-17.6% | $115,037-48.3% | $59,633-0.3% |
| Participation rate | 86.6% | 72.6%+14.0pp | 81.4%+5.2pp | 68.7%+17.9pp |
| Annual return | -1.04% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $1,122 | $2,841-60.5% | $4,608-75.7% | $2,203-49.1% |
| Participant deferral / active EE | $5,126 | $4,783+7.2% | $6,026-14.9% | $3,192+60.6% |
| Admin fee / account holder | $2,456 | $4,927-50.1% | $8,175-70.0% | $4,297-42.8% |