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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 | $110,539 | $83,908+31.7% | $68,509+61.3% | $125,388-11.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 74.7%+5.3pp | 83.2%-3.2pp |
| Annual return | -2.57% | 14.48%-17.0pp | 8.27%-10.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $4,092 | $3,031+35.0% | $2,278+79.7% | $4,866-15.9% |
| Participant deferral / active EE | $2,155 | $4,125-47.7% | $3,382-36.3% | $5,352-59.7% |
| Admin fee / account holder | $1,201 | $8,982-86.6% | $5,275-77.2% | $9,541-87.4% |