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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 | $76,260 | $52,678+44.8% | $75,784+0.6% | $59,633+27.9% |
| Participation rate | 95.2% | 67.2%+28.0pp | 75.8%+19.4pp | 68.7%+26.6pp |
| Annual return | -2.56% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $3,488 | $2,193+59.0% | $3,323+5.0% | $2,203+58.4% |
| Participant deferral / active EE | $4,189 | $2,591+61.7% | $3,652+14.7% | $3,192+31.2% |
| Admin fee / account holder | $1,532 | $3,610-57.5% | $5,300-71.1% | $4,297-64.3% |