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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 | $98,663 | $72,388+36.3% | $111,392-11.4% | $64,173+53.7% |
| Participation rate | 87.9% | 70.5%+17.4pp | 78.9%+9.0pp | 69.6%+18.3pp |
| Annual return | -6.49% | -1.50%-5.0pp | -2.06%-4.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $7,861 | $3,000+162.1% | $4,328+81.6% | $2,381+230.2% |
| Participant deferral / active EE | $12,591 | $4,241+196.9% | $5,567+126.2% | $3,470+262.9% |
| Admin fee / account holder | $3,878 | $5,719-32.2% | $12,266-68.4% | $4,887-20.7% |