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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 | $82,166 | $65,704+25.1% | $94,229-12.8% | $59,633+37.8% |
| Participation rate | 95.2% | 72.1%+23.1pp | 78.8%+16.4pp | 68.7%+26.5pp |
| Annual return | 0.20% | 5.22%-5.0pp | 10.68%-10.5pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $705 | $2,021-65.1% | $3,587-80.3% | $2,203-68.0% |
| Participant deferral / active EE | $4,807 | $3,143+52.9% | $4,320+11.3% | $3,192+50.6% |
| Admin fee / account holder | $3,206 | $4,265-24.8% | $6,269-48.9% | $4,297-25.4% |