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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 | $116,424 | $50,958+128.5% | $74,552+56.2% | $64,181+81.4% |
| Participation rate | 94.4% | 61.1%+33.4pp | 69.1%+25.3pp | 69.6%+24.9pp |
| Annual return | -4.58% | -1.86%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $5,884 | $1,115+427.5% | $1,961+200.1% | $2,381+147.1% |
| Participant deferral / active EE | $3,186 | $2,301+38.5% | $3,108+2.5% | $3,470-8.2% |
| Admin fee / account holder | $12,074 | $4,223+185.9% | $5,060+138.6% | $4,887+147.0% |