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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 | $134,174 | $167,522-19.9% | $151,639-11.5% | $134,532-0.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | 0.08% | 7.81%-7.7pp | 3.34%-3.3pp | 418.27%-418.2pp |
| Employer contribution / active EE | $9,306 | $6,828+36.3% | $6,165+51.0% | $4,741+96.3% |
| Participant deferral / active EE | $11,690 | $8,986+30.1% | $8,363+39.8% | $6,401+82.6% |
| Admin fee / account holder | $399 | $13,780-97.1% | $11,613-96.6% | $11,429-96.5% |