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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 | $50,907 | $77,817-34.6% | $123,553-58.8% | $64,173-20.7% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -6.30% | 12.49%-18.8pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,221 | $3,014-26.3% | $4,628-52.0% | $2,381-6.7% |
| Participant deferral / active EE | $3,372 | $5,240-35.7% | $6,426-47.5% | $3,470-2.8% |
| Admin fee / account holder | $4,362 | $5,519-21.0% | $9,284-53.0% | $4,887-10.8% |