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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 | $179,096 | $62,586+186.2% | $76,766+133.3% | $64,181+179.0% |
| Participation rate | 82.4% | 72.8%+9.5pp | 77.0%+5.4pp | 69.6%+12.8pp |
| Annual return | -7.09% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,952 | $1,832+6.5% | $2,485-21.5% | $2,381-18.0% |
| Participant deferral / active EE | $7,571 | $3,145+140.8% | $3,851+96.6% | $3,470+118.2% |
| Admin fee / account holder | $4,973 | $4,667+6.6% | $6,675-25.5% | $4,887+1.8% |