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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 | $96,025 | $131,835-27.2% | $108,582-11.6% | $273,972-65.0% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 6.10% | -91.57%+97.7pp | -51.70%+57.8pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,247 | $4,913-74.6% | $3,758-66.8% | $4,869-74.4% |
| Participant deferral / active EE | $1,654 | $5,127-67.7% | $4,311-61.6% | $5,287-68.7% |
| Admin fee / account holder | $566 | $10,253-94.5% | $7,645-92.6% | $10,133-94.4% |