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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 | $108,274 | $113,941-5.0% | $94,229+14.9% | $125,389-13.6% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -1.69% | 5.29%-7.0pp | 10.68%-12.4pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,226 | $4,727-52.9% | $3,587-37.9% | $4,866-54.3% |
| Participant deferral / active EE | $3,115 | $5,179-39.8% | $4,320-27.9% | $5,352-41.8% |
| Admin fee / account holder | $586 | $8,392-93.0% | $6,269-90.6% | $9,541-93.9% |