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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 | $112,494 | $87,544+28.5% | $75,784+48.4% | $125,388-10.3% |
| Participation rate | 82.4% | 80.2%+2.2pp | 75.8%+6.5pp | 83.2%-0.8pp |
| Annual return | -1.74% | 13.49%-15.2pp | 9.68%-11.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,121 | $3,930-46.0% | $3,323-36.2% | $4,866-56.4% |
| Participant deferral / active EE | $3,771 | $4,229-10.9% | $3,652+3.3% | $5,352-29.5% |
| Admin fee / account holder | $944 | $6,502-85.5% | $5,300-82.2% | $9,541-90.1% |