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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 | $207,174 | $211,946-2.3% | $169,452+22.3% | $135,380+53.0% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -5.10% | 3.26%-8.4pp | 1.83%-6.9pp | 519.81%-524.9pp |
| Employer contribution / active EE | $7,707 | $5,117+50.6% | $4,157+85.4% | $4,779+61.3% |
| Participant deferral / active EE | $5,791 | $6,075-4.7% | $5,277+9.7% | $5,609+3.2% |
| Admin fee / account holder | $3,904 | $11,472-66.0% | $9,110-57.1% | $10,828-63.9% |