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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 | $64,234 | $77,816-17.5% | $123,549-48.0% | $64,181+0.1% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | -6.12% | 12.49%-18.6pp | 119.20%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,364 | $3,014-21.6% | $4,628-48.9% | $2,381-0.7% |
| Participant deferral / active EE | $4,642 | $5,240-11.4% | $6,426-27.8% | $3,470+33.8% |
| Admin fee / account holder | $2,171 | $5,519-60.7% | $9,284-76.6% | $4,887-55.6% |