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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 | $63,887 | $58,587+9.0% | $83,322-23.3% | $64,173-0.4% |
| Participation rate | 85.0% | 72.0%+13.0pp | 77.8%+7.2pp | 69.6%+15.4pp |
| Annual return | -4.39% | 9.65%-14.0pp | 10.64%-15.0pp | 7.63%-12.0pp |
| Employer contribution / active EE | $814 | $2,098-61.2% | $3,379-75.9% | $2,381-65.8% |
| Participant deferral / active EE | $3,962 | $4,654-14.9% | $5,565-28.8% | $3,470+14.2% |
| Admin fee / account holder | $20,086 | $9,279+116.5% | $7,540+166.4% | $4,887+311.0% |