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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 | $54,221 | $50,947+6.4% | $74,549-27.3% | $64,173-15.5% |
| Participation rate | 92.1% | 61.1%+31.0pp | 69.1%+23.0pp | 69.6%+22.5pp |
| Annual return | -5.65% | -1.85%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,295 | $1,115+16.1% | $1,961-34.0% | $2,381-45.6% |
| Participant deferral / active EE | $5,298 | $2,302+130.2% | $3,108+70.4% | $3,470+52.7% |
| Admin fee / account holder | $682 | $4,221-83.9% | $5,059-86.5% | $4,887-86.1% |