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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 | $99,076 | $54,162+82.9% | $68,612+44.4% | $64,173+54.4% |
| Participation rate | 77.8% | 68.1%+9.7pp | 72.2%+5.5pp | 69.6%+8.2pp |
| Annual return | -6.34% | -1.62%-4.7pp | -4.63%-1.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,309 | $1,846+25.1% | $2,625-12.0% | $2,381-3.0% |
| Participant deferral / active EE | $4,292 | $2,626+63.4% | $3,311+29.6% | $3,470+23.7% |
| Admin fee / account holder | $7,895 | $4,029+96.0% | $5,131+53.9% | $4,887+61.5% |