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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 | $86,418 | $77,817+11.1% | $123,553-30.1% | $64,173+34.7% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -6.17% | 12.49%-18.7pp | 119.21%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,441 | $3,014+80.5% | $4,628+17.6% | $2,381+128.5% |
| Participant deferral / active EE | $5,447 | $5,240+4.0% | $6,426-15.2% | $3,470+57.0% |
| Admin fee / account holder | $7,051 | $5,519+27.7% | $9,284-24.1% | $4,887+44.3% |