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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 | $114,279 | $99,032+15.4% | $80,022+42.8% | $135,382-15.6% |
| Participation rate | 82.4% | 78.4%+4.0pp | 75.8%+6.5pp | 82.6%-0.3pp |
| Annual return | -6.34% | 15.39%-21.7pp | 11.22%-17.6pp | 519.77%-526.1pp |
| Employer contribution / active EE | $1,005 | $3,043-67.0% | $2,468-59.3% | $4,779-79.0% |
| Participant deferral / active EE | $4,482 | $4,282+4.7% | $3,686+21.6% | $5,609-20.1% |
| Admin fee / account holder | $1,667 | $10,436-84.0% | $6,521-74.4% | $10,829-84.6% |