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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 | $81,573 | $72,177+13.0% | $115,037-29.1% | $59,632+36.8% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | -1.75% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $488 | $2,841-82.8% | $4,608-89.4% | $2,203-77.8% |
| Participant deferral / active EE | $4,154 | $4,783-13.2% | $6,026-31.1% | $3,192+30.1% |
| Admin fee / account holder | $2,597 | $4,927-47.3% | $8,175-68.2% | $4,297-39.6% |