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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 | $107,978 | $140,592-23.2% | $123,105-12.3% | $125,389-13.9% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | -0.75% | 16.80%-17.5pp | 13.22%-14.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,600 | $6,041-73.5% | $5,151-68.9% | $4,866-67.1% |
| Participant deferral / active EE | $8,712 | $6,980+24.8% | $6,229+39.8% | $5,352+62.8% |
| Admin fee / account holder | $4,980 | $11,198-55.5% | $9,014-44.7% | $9,541-47.8% |