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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 | $151,898 | $71,873+111.3% | $86,698+75.2% | $68,490+121.8% |
| Participation rate | 76.5% | 72.2%+4.2pp | 76.6%-0.1pp | 67.9%+8.6pp |
| Annual return | -14.87% | 3.54%-18.4pp | 35.96%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,000 | $2,173-54.0% | $2,837-64.8% | $2,597-61.5% |
| Participant deferral / active EE | $5,382 | $3,779+42.4% | $4,656+15.6% | $4,028+33.6% |
| Admin fee / account holder | $953 | $6,110-84.4% | $7,492-87.3% | $5,403-82.4% |