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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 | $92,429 | $62,583+47.7% | $76,767+20.4% | $64,173+44.0% |
| Participation rate | 90.0% | 72.8%+17.2pp | 77.0%+13.0pp | 69.6%+20.4pp |
| Annual return | -6.99% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $886 | $1,832-51.6% | $2,485-64.4% | $2,381-62.8% |
| Participant deferral / active EE | $4,384 | $3,145+39.4% | $3,852+13.8% | $3,470+26.4% |
| Admin fee / account holder | $3,147 | $4,667-32.6% | $6,675-52.9% | $4,887-35.6% |