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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 | $124,050 | $71,872+72.6% | $86,691+43.1% | $68,495+81.1% |
| Participation rate | 74.1% | 72.2%+1.9pp | 76.6%-2.4pp | 67.9%+6.2pp |
| Annual return | -4.44% | 3.53%-8.0pp | 35.94%-40.4pp | -7.84%+3.4pp |
| Employer contribution / active EE | $2,182 | $2,173+0.4% | $2,837-23.1% | $2,596-16.0% |
| Participant deferral / active EE | $2,779 | $3,779-26.5% | $4,656-40.3% | $4,028-31.0% |
| Admin fee / account holder | $15,638 | $6,112+155.9% | $7,492+108.7% | $5,403+189.4% |