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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 | $103,385 | $61,660+67.7% | $80,022+29.2% | $64,181+61.1% |
| Participation rate | 70.0% | 71.7%-1.7pp | 75.8%-5.8pp | 69.6%+0.4pp |
| Annual return | -4.81% | -0.33%-4.5pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,886 | $1,810+4.2% | $2,468-23.6% | $2,381-20.8% |
| Participant deferral / active EE | $5,695 | $2,968+91.9% | $3,686+54.5% | $3,470+64.1% |
| Admin fee / account holder | $2,598 | $5,417-52.0% | $6,521-60.2% | $4,887-46.8% |