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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 | $133,691 | $72,177+85.2% | $115,038+16.2% | $59,633+124.2% |
| Participation rate | 94.1% | 72.6%+21.6pp | 81.4%+12.8pp | 68.7%+25.4pp |
| Annual return | 1.18% | 12.02%-10.8pp | 26.14%-25.0pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $1,417 | $2,841-50.1% | $4,608-69.2% | $2,203-35.7% |
| Participant deferral / active EE | $6,448 | $4,783+34.8% | $6,026+7.0% | $3,192+102.0% |
| Admin fee / account holder | $20,903 | $4,927+324.3% | $8,175+155.7% | $4,297+386.5% |