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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 | $118,608 | $62,589+89.5% | $76,768+54.5% | $64,173+84.8% |
| Participation rate | 97.4% | 72.8%+24.6pp | 77.0%+20.4pp | 69.6%+27.8pp |
| Annual return | -2.69% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $7,268 | $1,832+296.7% | $2,485+192.4% | $2,381+205.3% |
| Participant deferral / active EE | $2,533 | $3,145-19.5% | $3,852-34.2% | $3,470-27.0% |
| Admin fee / account holder | $3,578 | $4,667-23.3% | $6,675-46.4% | $4,887-26.8% |