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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 | $67,838 | $62,583+8.4% | $76,767-11.6% | $64,173+5.7% |
| Participation rate | 73.3% | 72.8%+0.5pp | 77.0%-3.6pp | 69.6%+3.8pp |
| Annual return | -6.62% | -1.95%-4.7pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $801 | $1,832-56.3% | $2,485-67.8% | $2,381-66.4% |
| Participant deferral / active EE | $4,273 | $3,145+35.9% | $3,852+10.9% | $3,470+23.2% |
| Admin fee / account holder | $2,431 | $4,667-47.9% | $6,675-63.6% | $4,887-50.3% |