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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 | $78,130 | $56,200+39.0% | $67,653+15.5% | $59,633+31.0% |
| Participation rate | 75.0% | 71.5%+3.5pp | 75.7%-0.7pp | 68.7%+6.3pp |
| Annual return | -0.14% | 18506.71%-18506.8pp | 6625.22%-6625.4pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $1,143 | $1,615-29.2% | $2,266-49.5% | $2,203-48.1% |
| Participant deferral / active EE | $2,174 | $2,843-23.5% | $3,560-38.9% | $3,192-31.9% |
| Admin fee / account holder | $4,172 | $3,959+5.4% | $4,821-13.5% | $4,297-2.9% |