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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 | $79,438 | $77,816+2.1% | $123,552-35.7% | $64,173+23.8% |
| Participation rate | 81.9% | 74.7%+7.2pp | 82.3%-0.4pp | 69.6%+12.4pp |
| Annual return | -4.04% | 12.49%-16.5pp | 119.20%-123.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,022 | $3,014-32.9% | $4,628-56.3% | $2,381-15.1% |
| Participant deferral / active EE | $5,959 | $5,240+13.7% | $6,426-7.3% | $3,470+71.7% |
| Admin fee / account holder | $6,982 | $5,519+26.5% | $9,285-24.8% | $4,887+42.9% |