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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 | $131,123 | $77,816+68.5% | $123,549+6.1% | $64,181+104.3% |
| Participation rate | 92.2% | 74.7%+17.4pp | 82.3%+9.9pp | 69.6%+22.6pp |
| Annual return | -4.37% | 12.49%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,359 | $3,014+11.4% | $4,628-27.4% | $2,381+41.1% |
| Participant deferral / active EE | $10,117 | $5,240+93.1% | $6,426+57.5% | $3,470+191.6% |
| Admin fee / account holder | $2,273 | $5,519-58.8% | $9,284-75.5% | $4,887-53.5% |