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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 | $101,458 | $77,817+30.4% | $123,553-17.9% | $64,173+58.1% |
| Participation rate | 84.1% | 74.7%+9.4pp | 82.3%+1.8pp | 69.6%+14.6pp |
| Annual return | -4.63% | 12.49%-17.1pp | 119.21%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,160 | $3,014-28.3% | $4,628-53.3% | $2,381-9.3% |
| Participant deferral / active EE | $6,666 | $5,240+27.2% | $6,426+3.7% | $3,470+92.1% |
| Admin fee / account holder | $936 | $5,519-83.0% | $9,284-89.9% | $4,887-80.9% |