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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 | $166,194 | $62,583+165.6% | $76,767+116.5% | $64,173+159.0% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | -5.91% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,075 | $3,145+29.6% | $3,852+5.8% | $3,470+17.4% |
| Admin fee / account holder | $17,753 | $4,667+280.4% | $6,675+165.9% | $4,887+263.2% |