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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 | $83,266 | $61,660+35.0% | $80,022+4.1% | $64,173+29.8% |
| Participation rate | 87.9% | 71.7%+16.2pp | 75.8%+12.0pp | 69.6%+18.3pp |
| Annual return | -7.21% | -0.33%-6.9pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,239 | $1,810+78.9% | $2,468+31.2% | $2,381+36.0% |
| Participant deferral / active EE | $6,315 | $2,968+112.8% | $3,686+71.3% | $3,470+82.0% |
| Admin fee / account holder | $2,391 | $5,417-55.9% | $6,521-63.3% | $4,887-51.1% |