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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 | $63,209 | $72,177-12.4% | $115,037-45.1% | $59,633+6.0% |
| Participation rate | 92.1% | 72.6%+19.6pp | 81.4%+10.7pp | 68.7%+23.4pp |
| Annual return | -1.20% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $861 | $2,841-69.7% | $4,608-81.3% | $2,203-60.9% |
| Participant deferral / active EE | $5,465 | $4,783+14.3% | $6,026-9.3% | $3,192+71.2% |
| Admin fee / account holder | $15,350 | $4,927+211.6% | $8,175+87.8% | $4,297+257.2% |