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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 | $42,992 | $72,177-40.4% | $115,038-62.6% | $59,633-27.9% |
| Participation rate | 98.5% | 72.6%+26.0pp | 81.4%+17.2pp | 68.7%+29.9pp |
| Annual return | -0.96% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $3,808 | $2,841+34.0% | $4,608-17.4% | $2,203+72.9% |
| Participant deferral / active EE | $6,510 | $4,783+36.1% | $6,026+8.0% | $3,192+104.0% |
| Admin fee / account holder | $7,154 | $4,927+45.2% | $8,175-12.5% | $4,297+66.5% |