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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 | $66,609 | $31,109+114.1% | $67,704-1.6% | $52,331+27.3% |
| Participation rate | 99.0% | 54.0%+45.0pp | 67.5%+31.5pp | 68.1%+30.9pp |
| Annual return | 0.35% | 23.70%-23.3pp | 25.41%-25.1pp | 4.54%-4.2pp |
| Employer contribution / active EE | $2,985 | $1,076+177.5% | $2,559+16.6% | $1,882+58.6% |
| Participant deferral / active EE | $3,419 | $1,970+73.5% | $3,585-4.6% | $3,022+13.1% |
| Admin fee / account holder | $6,350 | $466+1262.6% | $4,255+49.2% | $592+973.4% |