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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 | $100,399 | $77,816+29.0% | $123,549-18.7% | $64,181+56.4% |
| Participation rate | 84.8% | 74.7%+10.1pp | 82.3%+2.6pp | 69.6%+15.3pp |
| Annual return | -7.21% | 12.49%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,407 | $3,014-20.1% | $4,628-48.0% | $2,381+1.1% |
| Participant deferral / active EE | $5,829 | $5,240+11.2% | $6,426-9.3% | $3,470+68.0% |
| Admin fee / account holder | $7,136 | $5,519+29.3% | $9,284-23.1% | $4,887+46.0% |