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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 | $93,893 | $97,881-4.1% | $80,004+17.4% | $125,388-25.1% |
| Participation rate | 95.0% | 77.9%+17.1pp | 73.0%+22.0pp | 83.2%+11.8pp |
| Annual return | 0.51% | 9.36%-8.8pp | 7.63%-7.1pp | 282.24%-281.7pp |
| Employer contribution / active EE | $3,611 | $3,128+15.4% | $2,473+46.0% | $4,866-25.8% |
| Participant deferral / active EE | $4,439 | $3,744+18.5% | $3,204+38.5% | $5,352-17.1% |
| Admin fee / account holder | $3,960 | $6,278-36.9% | $5,033-21.3% | $9,541-58.5% |