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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 | $88,973 | $72,177+23.3% | $115,038-22.7% | $59,633+49.2% |
| Participation rate | 90.9% | 72.6%+18.4pp | 81.4%+9.5pp | 68.7%+22.2pp |
| Annual return | -0.46% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,818 | $2,841-0.8% | $4,608-38.8% | $2,203+27.9% |
| Participant deferral / active EE | $7,915 | $4,783+65.5% | $6,026+31.3% | $3,192+148.0% |
| Admin fee / account holder | $3,999 | $4,927-18.8% | $8,175-51.1% | $4,297-6.9% |