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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 | $97,731 | $83,908+16.5% | $68,509+42.7% | $125,389-22.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.20% | 14.48%-16.7pp | 8.27%-10.5pp | 282.24%-284.4pp |
| Employer contribution / active EE | $2,614 | $3,031-13.8% | $2,278+14.8% | $4,866-46.3% |
| Participant deferral / active EE | $4,744 | $4,125+15.0% | $3,382+40.3% | $5,352-11.4% |
| Admin fee / account holder | $5,418 | $8,982-39.7% | $5,275+2.7% | $9,541-43.2% |