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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 | $63,575 | $61,660+3.1% | $80,022-20.6% | $64,173-0.9% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | -3.95% | -0.33%-3.6pp | 11.22%-15.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $789 | $1,810-56.4% | $2,468-68.0% | $2,381-66.9% |
| Participant deferral / active EE | $3,384 | $2,968+14.0% | $3,686-8.2% | $3,470-2.5% |
| Admin fee / account holder | $7,923 | $5,417+46.3% | $6,521+21.5% | $4,887+62.1% |