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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 | $121,852 | $52,678+131.3% | $75,784+60.8% | $59,633+104.3% |
| Participation rate | 84.2% | 67.2%+17.0pp | 75.8%+8.4pp | 68.7%+15.5pp |
| Annual return | -0.75% | 2.95%-3.7pp | 9.68%-10.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $5,331 | $2,193+143.1% | $3,323+60.4% | $2,203+142.0% |
| Participant deferral / active EE | $7,393 | $2,591+185.4% | $3,652+102.5% | $3,192+131.6% |
| Admin fee / account holder | $3,270 | $3,610-9.4% | $5,300-38.3% | $4,297-23.9% |