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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 | $126,728 | $87,546+44.8% | $75,784+67.2% | $125,389+1.1% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | -0.23% | 13.49%-13.7pp | 9.68%-9.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $4,218 | $3,930+7.3% | $3,323+26.9% | $4,866-13.3% |
| Participant deferral / active EE | $6,804 | $4,230+60.9% | $3,652+86.3% | $5,352+27.1% |
| Admin fee / account holder | $2,778 | $6,503-57.3% | $5,300-47.6% | $9,541-70.9% |