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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 | $105,845 | $61,660+71.7% | $80,022+32.3% | $64,181+64.9% |
| Participation rate | 79.4% | 71.7%+7.7pp | 75.8%+3.6pp | 69.6%+9.8pp |
| Annual return | -5.91% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $694 | $1,810-61.7% | $2,468-71.9% | $2,381-70.9% |
| Participant deferral / active EE | $3,417 | $2,968+15.1% | $3,686-7.3% | $3,470-1.5% |
| Admin fee / account holder | $1,890 | $5,417-65.1% | $6,521-71.0% | $4,887-61.3% |