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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 | $68,951 | $72,177-4.5% | $115,038-40.1% | $59,633+15.6% |
| Participation rate | 81.6% | 72.6%+9.1pp | 81.4%+0.2pp | 68.7%+12.9pp |
| Annual return | -1.53% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $2,012 | $2,841-29.2% | $4,608-56.3% | $2,203-8.7% |
| Participant deferral / active EE | $4,936 | $4,783+3.2% | $6,026-18.1% | $3,192+54.6% |
| Admin fee / account holder | $1,584 | $4,927-67.8% | $8,175-80.6% | $4,297-63.1% |