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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 | $92,850 | $62,583+48.4% | $76,767+21.0% | $64,173+44.7% |
| Participation rate | 95.2% | 72.8%+22.4pp | 77.0%+18.3pp | 69.6%+25.7pp |
| Annual return | -5.63% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,510 | $1,832+200.8% | $2,485+121.7% | $2,381+131.4% |
| Participant deferral / active EE | $3,645 | $3,145+15.9% | $3,852-5.4% | $3,470+5.0% |
| Admin fee / account holder | $5,123 | $4,667+9.8% | $6,675-23.3% | $4,887+4.8% |