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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 | $128,124 | $61,660+107.8% | $80,022+60.1% | $64,173+99.7% |
| Participation rate | 74.4% | 71.7%+2.7pp | 75.8%-1.4pp | 69.6%+4.8pp |
| Annual return | -7.10% | -0.33%-6.8pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $577 | $1,810-68.2% | $2,468-76.6% | $2,381-75.8% |
| Participant deferral / active EE | $4,427 | $2,968+49.2% | $3,686+20.1% | $3,470+27.6% |
| Admin fee / account holder | $5,917 | $5,417+9.2% | $6,521-9.3% | $4,887+21.1% |