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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 | $87,567 | $52,678+66.2% | $75,784+15.5% | $59,633+46.8% |
| Participation rate | 79.4% | 67.2%+12.2pp | 75.8%+3.6pp | 68.7%+10.7pp |
| Annual return | -0.68% | 2.95%-3.6pp | 9.68%-10.4pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $2,714 | $2,193+23.7% | $3,323-18.3% | $2,203+23.2% |
| Participant deferral / active EE | $8,406 | $2,591+224.5% | $3,652+130.2% | $3,192+163.4% |
| Admin fee / account holder | $13,972 | $3,610+287.0% | $5,300+163.6% | $4,297+225.2% |