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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 | $113,531 | $42,383+167.9% | $76,518+48.4% | $64,173+76.9% |
| Participation rate | 96.9% | 58.1%+38.7pp | 68.0%+28.9pp | 69.6%+27.3pp |
| Annual return | 0.76% | -16.54%+17.3pp | -0.27%+1.0pp | 7.63%-6.9pp |
| Employer contribution / active EE | $5,835 | $1,563+273.3% | $2,647+120.4% | $2,381+145.1% |
| Participant deferral / active EE | $4,306 | $2,566+67.8% | $3,836+12.3% | $3,470+24.1% |
| Admin fee / account holder | $9,767 | $3,198+205.4% | $4,849+101.4% | $4,887+99.8% |