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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 | $136,935 | $62,586+118.8% | $76,766+78.4% | $64,181+113.4% |
| Participation rate | 89.8% | 72.8%+17.0pp | 77.0%+12.9pp | 69.6%+20.3pp |
| Annual return | -7.44% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,966 | $1,832+61.9% | $2,485+19.3% | $2,381+24.6% |
| Participant deferral / active EE | $7,550 | $3,145+140.1% | $3,851+96.0% | $3,470+117.6% |
| Admin fee / account holder | $5,460 | $4,667+17.0% | $6,675-18.2% | $4,887+11.7% |