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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 | $79,514 | $62,586+27.0% | $76,766+3.6% | $64,181+23.9% |
| Participation rate | 87.8% | 72.8%+15.0pp | 77.0%+10.9pp | 69.6%+18.3pp |
| Annual return | -7.49% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $4,414 | $1,832+141.0% | $2,485+77.6% | $2,381+85.4% |
| Participant deferral / active EE | $4,078 | $3,145+29.7% | $3,851+5.9% | $3,470+17.5% |
| Admin fee / account holder | $2,125 | $4,667-54.5% | $6,675-68.2% | $4,887-56.5% |