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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 | $97,488 | $69,977+39.3% | $108,582-10.2% | $62,881+55.0% |
| Participation rate | 70.8% | 72.9%-2.1pp | 79.6%-8.7pp | 69.3%+1.5pp |
| Annual return | 7.76% | 10.73%-3.0pp | -51.70%+59.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $811 | $2,135-62.0% | $3,758-78.4% | $2,281-64.4% |
| Participant deferral / active EE | $4,391 | $3,165+38.7% | $4,311+1.9% | $3,203+37.1% |
| Admin fee / account holder | $8,686 | $5,076+71.1% | $7,645+13.6% | $4,296+102.2% |