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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 | $46,892 | $45,566+2.9% | $64,105-26.9% | $59,633-21.4% |
| Participation rate | 88.0% | 60.2%+27.8pp | 68.2%+19.8pp | 68.7%+19.3pp |
| Annual return | 1.26% | 4.95%-3.7pp | 791.24%-790.0pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $847 | $934-9.3% | $1,820-53.5% | $2,203-61.6% |
| Participant deferral / active EE | $2,850 | $2,057+38.6% | $2,822+1.0% | $3,192-10.7% |
| Admin fee / account holder | $2,563 | $3,268-21.6% | $4,499-43.0% | $4,297-40.4% |