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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 | $54,331 | $77,816-30.2% | $123,552-56.0% | $64,173-15.3% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -4.28% | 12.49%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $812 | $3,014-73.1% | $4,628-82.5% | $2,381-65.9% |
| Participant deferral / active EE | $6,220 | $5,240+18.7% | $6,426-3.2% | $3,470+79.3% |
| Admin fee / account holder | $1,485 | $5,519-73.1% | $9,285-84.0% | $4,887-69.6% |