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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 | $72,762 | $62,586+16.3% | $76,766-5.2% | $64,181+13.4% |
| Participation rate | 89.2% | 72.8%+16.4pp | 77.0%+12.3pp | 69.6%+19.7pp |
| Annual return | -6.29% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,085 | $1,832+13.8% | $2,485-16.1% | $2,381-12.4% |
| Participant deferral / active EE | $5,629 | $3,145+79.0% | $3,851+46.1% | $3,470+62.2% |
| Admin fee / account holder | $622 | $4,667-86.7% | $6,675-90.7% | $4,887-87.3% |