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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 | $172,656 | $62,589+175.9% | $76,768+124.9% | $64,173+169.0% |
| Participation rate | 92.2% | 72.8%+19.4pp | 77.0%+15.2pp | 69.6%+22.6pp |
| Annual return | -6.51% | -1.95%-4.6pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,666 | $1,832-9.1% | $2,485-33.0% | $2,381-30.0% |
| Participant deferral / active EE | $5,083 | $3,145+61.6% | $3,852+32.0% | $3,470+46.5% |
| Admin fee / account holder | $1,985 | $4,667-57.5% | $6,675-70.3% | $4,887-59.4% |