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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 | $117,970 | $95,188+23.9% | $76,518+54.2% | $135,380-12.9% |
| Participation rate | 94.4% | 74.4%+20.1pp | 68.0%+26.4pp | 82.6%+11.8pp |
| Annual return | -5.90% | 4.85%-10.7pp | -0.27%-5.6pp | 519.81%-525.7pp |
| Employer contribution / active EE | $2,278 | $3,303-31.0% | $2,647-14.0% | $4,779-52.3% |
| Participant deferral / active EE | $4,561 | $4,640-1.7% | $3,836+18.9% | $5,609-18.7% |
| Admin fee / account holder | $3,799 | $6,249-39.2% | $4,849-21.7% | $10,828-64.9% |