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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 | $132,321 | $62,583+111.4% | $76,767+72.4% | $64,173+106.2% |
| Participation rate | 71.0% | 72.8%-1.8pp | 77.0%-6.0pp | 69.6%+1.4pp |
| Annual return | -1.88% | -1.95%+0.1pp | 2.43%-4.3pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,291 | $1,832-29.6% | $2,485-48.1% | $2,381-45.8% |
| Participant deferral / active EE | $5,383 | $3,145+71.2% | $3,852+39.8% | $3,470+55.1% |
| Admin fee / account holder | $20,937 | $4,667+348.6% | $6,675+213.6% | $4,887+328.4% |