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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 | $80,554 | $77,816+3.5% | $123,549-34.8% | $64,181+25.5% |
| Participation rate | 92.1% | 74.7%+17.4pp | 82.3%+9.8pp | 69.6%+22.5pp |
| Annual return | -6.66% | 12.49%-19.1pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $735 | $3,014-75.6% | $4,628-84.1% | $2,381-69.1% |
| Participant deferral / active EE | $7,718 | $5,240+47.3% | $6,426+20.1% | $3,470+122.4% |
| Admin fee / account holder | $797 | $5,519-85.6% | $9,284-91.4% | $4,887-83.7% |