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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 | $79,736 | $61,660+29.3% | $80,022-0.4% | $64,173+24.3% |
| Participation rate | 94.2% | 71.7%+22.5pp | 75.8%+18.4pp | 69.6%+24.6pp |
| Annual return | -5.48% | -0.33%-5.2pp | 11.22%-16.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,650 | $1,810-8.9% | $2,468-33.1% | $2,381-30.7% |
| Participant deferral / active EE | $5,201 | $2,968+75.3% | $3,686+41.1% | $3,470+49.9% |
| Admin fee / account holder | $2,501 | $5,417-53.8% | $6,521-61.7% | $4,887-48.8% |