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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 | $35,466 | $54,380-34.8% | $68,509-48.2% | $59,633-40.5% |
| Participation rate | 92.3% | 70.2%+22.1pp | 74.7%+17.6pp | 68.7%+23.6pp |
| Annual return | -0.62% | 2.83%-3.5pp | 8.27%-8.9pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $1,791 | $1,539+16.4% | $2,278-21.4% | $2,203-18.7% |
| Participant deferral / active EE | $3,252 | $2,643+23.0% | $3,382-3.9% | $3,192+1.9% |
| Admin fee / account holder | $6,742 | $3,885+73.5% | $5,275+27.8% | $4,297+56.9% |