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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 | $238,711 | $69,977+241.1% | $108,582+119.8% | $62,881+279.6% |
| Participation rate | 72.0% | 72.9%-0.9pp | 79.6%-7.6pp | 69.3%+2.7pp |
| Annual return | 4.84% | 10.73%-5.9pp | -51.70%+56.5pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,605 | $2,135-24.8% | $3,758-57.3% | $2,281-29.6% |
| Participant deferral / active EE | $3,856 | $3,165+21.8% | $4,311-10.6% | $3,203+20.4% |
| Admin fee / account holder | $574 | $5,076-88.7% | $7,645-92.5% | $4,296-86.6% |