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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 | $57,227 | $72,177-20.7% | $115,037-50.3% | $59,632-4.0% |
| Participation rate | 91.9% | 72.6%+19.3pp | 81.4%+10.5pp | 68.7%+23.2pp |
| Annual return | -0.87% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $755 | $2,841-73.4% | $4,608-83.6% | $2,203-65.7% |
| Participant deferral / active EE | $6,592 | $4,783+37.8% | $6,026+9.4% | $3,192+106.6% |
| Admin fee / account holder | $4,270 | $4,927-13.3% | $8,175-47.8% | $4,297-0.6% |