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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 | $95,584 | $58,600+63.1% | $83,327+14.7% | $64,173+48.9% |
| Participation rate | 89.7% | 72.0%+17.6pp | 77.8%+11.9pp | 69.6%+20.1pp |
| Annual return | -6.47% | 9.66%-16.1pp | 10.64%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,396 | $2,098+14.2% | $3,379-29.1% | $2,381+0.6% |
| Participant deferral / active EE | $4,816 | $4,656+3.4% | $5,565-13.5% | $3,470+38.8% |
| Admin fee / account holder | $1,719 | $9,282-81.5% | $7,540-77.2% | $4,887-64.8% |