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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 | $127,120 | $42,383+199.9% | $76,518+66.1% | $64,173+98.1% |
| Participation rate | 85.2% | 58.1%+27.0pp | 68.0%+17.2pp | 69.6%+15.6pp |
| Annual return | -5.34% | -16.54%+11.2pp | -0.27%-5.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $684 | $1,563-56.2% | $2,647-74.2% | $2,381-71.3% |
| Participant deferral / active EE | $4,572 | $2,566+78.2% | $3,836+19.2% | $3,470+31.8% |
| Admin fee / account holder | $1,026 | $3,198-67.9% | $4,849-78.8% | $4,887-79.0% |