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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 | $80,926 | $62,586+29.3% | $76,766+5.4% | $64,181+26.1% |
| Participation rate | 97.4% | 72.8%+24.6pp | 77.0%+20.4pp | 69.6%+27.8pp |
| Annual return | -4.56% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,093 | $1,832-40.3% | $2,485-56.0% | $2,381-54.1% |
| Participant deferral / active EE | $5,636 | $3,145+79.2% | $3,851+46.3% | $3,470+62.4% |
| Admin fee / account holder | $1,132 | $4,667-75.7% | $6,675-83.0% | $4,887-76.8% |