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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 | $127,446 | $127,3870% | $115,038+10.8% | $125,389+1.6% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -1.65% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $4,591 | $5,166-11.1% | $4,608-0.4% | $4,866-5.7% |
| Participant deferral / active EE | $9,306 | $6,423+44.9% | $6,026+54.4% | $5,352+73.9% |
| Admin fee / account holder | $1,149 | $9,516-87.9% | $8,175-86.0% | $9,541-88.0% |