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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 | $162,507 | $62,586+159.7% | $76,766+111.7% | $64,181+153.2% |
| Participation rate | 94.5% | 72.8%+21.7pp | 77.0%+17.6pp | 69.6%+25.0pp |
| Annual return | -4.25% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,060 | $1,832+12.4% | $2,485-17.1% | $2,381-13.5% |
| Participant deferral / active EE | $6,002 | $3,145+90.9% | $3,851+55.8% | $3,470+73.0% |
| Admin fee / account holder | $694 | $4,667-85.1% | $6,675-89.6% | $4,887-85.8% |