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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 | $102,881 | $77,817+32.2% | $123,553-16.7% | $64,173+60.3% |
| Participation rate | 93.1% | 74.7%+18.4pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | -5.87% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,146 | $5,240-1.8% | $6,426-19.9% | $3,470+48.3% |
| Admin fee / account holder | $7,021 | $5,519+27.2% | $9,284-24.4% | $4,887+43.7% |