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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 | $79,540 | $71,873+10.7% | $86,698-8.3% | $68,490+16.1% |
| Participation rate | 88.2% | 72.2%+16.0pp | 76.6%+11.6pp | 67.9%+20.3pp |
| Annual return | -14.85% | 3.54%-18.4pp | 35.96%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $759 | $2,173-65.1% | $2,837-73.3% | $2,597-70.8% |
| Participant deferral / active EE | $5,749 | $3,779+52.1% | $4,656+23.5% | $4,028+42.7% |
| Admin fee / account holder | $3,579 | $6,110-41.4% | $7,492-52.2% | $5,403-33.8% |