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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 | $82,772 | $61,660+34.2% | $80,022+3.4% | $64,173+29.0% |
| Participation rate | 96.7% | 71.7%+25.0pp | 75.8%+20.8pp | 69.6%+27.1pp |
| Annual return | -5.32% | -0.33%-5.0pp | 11.22%-16.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,380 | $1,810+31.5% | $2,468-3.6% | $2,3810% |
| Participant deferral / active EE | $4,647 | $2,968+56.6% | $3,686+26.1% | $3,470+33.9% |
| Admin fee / account holder | $19,089 | $5,417+252.4% | $6,521+192.7% | $4,887+290.6% |