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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 | $118,514 | $92,219+28.5% | $76,767+54.4% | $135,380-12.5% |
| Participation rate | 84.2% | 79.8%+4.4pp | 77.0%+7.2pp | 82.6%+1.6pp |
| Annual return | -4.48% | 5.46%-9.9pp | 2.43%-6.9pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,178 | $3,216-63.4% | $2,485-52.6% | $4,779-75.3% |
| Participant deferral / active EE | $5,678 | $4,508+25.9% | $3,852+47.4% | $5,609+1.2% |
| Admin fee / account holder | $29,905 | $10,749+178.2% | $6,675+348.0% | $10,828+176.2% |