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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 | $89,819 | $106,115-15.4% | $85,969+4.5% | $125,389-28.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 76.5%+12.4pp | 83.2%+5.7pp |
| Annual return | -2.67% | 13.93%-16.6pp | 9.32%-12.0pp | 282.24%-284.9pp |
| Employer contribution / active EE | $754 | $4,537-83.4% | $3,474-78.3% | $4,866-84.5% |
| Participant deferral / active EE | $1,360 | $4,859-72.0% | $3,829-64.5% | $5,352-74.6% |
| Admin fee / account holder | $936 | $8,144-88.5% | $6,053-84.5% | $9,541-90.2% |