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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 | $88,157 | $54,380+62.1% | $68,509+28.7% | $59,633+47.8% |
| Participation rate | 96.7% | 70.2%+26.5pp | 74.7%+21.9pp | 68.7%+28.0pp |
| Annual return | 0.21% | 2.83%-2.6pp | 8.27%-8.1pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $2,229 | $1,539+44.9% | $2,278-2.1% | $2,203+1.2% |
| Participant deferral / active EE | $5,649 | $2,643+113.7% | $3,382+67.0% | $3,192+77.0% |
| Admin fee / account holder | $698 | $3,885-82.0% | $5,275-86.8% | $4,297-83.8% |