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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 | $128,265 | $62,583+105.0% | $76,767+67.1% | $64,173+99.9% |
| Participation rate | 95.3% | 72.8%+22.5pp | 77.0%+18.4pp | 69.6%+25.8pp |
| Annual return | -5.84% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,478 | $1,832+144.4% | $2,485+80.2% | $2,381+88.1% |
| Participant deferral / active EE | $3,555 | $3,145+13.0% | $3,852-7.7% | $3,470+2.5% |
| Admin fee / account holder | $914 | $4,667-80.4% | $6,675-86.3% | $4,887-81.3% |