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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 | $138,990 | $56,484+146.1% | $169,452-18.0% | $64,173+116.6% |
| Participation rate | 94.7% | 64.5%+30.2pp | 77.8%+17.0pp | 69.6%+25.2pp |
| Annual return | -7.56% | -1.55%-6.0pp | 1.83%-9.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,669 | $1,832+100.2% | $4,157-11.7% | $2,381+54.1% |
| Participant deferral / active EE | $10,838 | $3,448+214.3% | $5,277+105.4% | $3,470+212.4% |
| Admin fee / account holder | $4,507 | $4,174+8.0% | $9,110-50.5% | $4,887-7.8% |