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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 | $117,049 | $56,484+107.2% | $169,452-30.9% | $64,173+82.4% |
| Participation rate | 97.4% | 64.5%+32.8pp | 77.8%+19.6pp | 69.6%+27.8pp |
| Annual return | -5.11% | -1.55%-3.6pp | 1.83%-6.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $4,289 | $1,832+134.1% | $4,157+3.2% | $2,381+80.2% |
| Participant deferral / active EE | $8,531 | $3,448+147.4% | $5,277+61.7% | $3,470+145.9% |
| Admin fee / account holder | $6,253 | $4,174+49.8% | $9,110-31.4% | $4,887+27.9% |