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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 | $65,592 | $61,660+6.4% | $80,022-18.0% | $64,181+2.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.53% | -0.33%-7.2pp | 11.22%-18.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,627 | $1,810+45.1% | $2,468+6.4% | $2,381+10.3% |
| Participant deferral / active EE | $6,750 | $2,968+127.5% | $3,686+83.1% | $3,470+94.5% |
| Admin fee / account holder | $810 | $5,417-85.1% | $6,521-87.6% | $4,887-83.4% |