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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 | $136,390 | $62,583+117.9% | $76,767+77.7% | $64,173+112.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.14% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,605 | $1,832+42.2% | $2,485+4.8% | $2,381+9.4% |
| Participant deferral / active EE | $4,495 | $3,145+42.9% | $3,852+16.7% | $3,470+29.6% |
| Admin fee / account holder | $642 | $4,667-86.2% | $6,675-90.4% | $4,887-86.9% |