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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 | $75,993 | $77,816-2.3% | $123,552-38.5% | $64,173+18.4% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | -4.91% | 12.49%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,629 | $3,014+20.4% | $4,628-21.6% | $2,381+52.4% |
| Participant deferral / active EE | $7,459 | $5,240+42.3% | $6,426+16.1% | $3,470+115.0% |
| Admin fee / account holder | $8,617 | $5,519+56.1% | $9,285-7.2% | $4,887+76.3% |