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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 | $64,909 | $52,678+23.2% | $75,784-14.4% | $59,633+8.8% |
| Participation rate | 76.5% | 67.2%+9.2pp | 75.8%+0.6pp | 68.7%+7.8pp |
| Annual return | -1.62% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $551 | $2,193-74.9% | $3,323-83.4% | $2,203-75.0% |
| Participant deferral / active EE | $2,377 | $2,591-8.3% | $3,652-34.9% | $3,192-25.5% |
| Admin fee / account holder | $2,069 | $3,610-42.7% | $5,300-61.0% | $4,297-51.9% |