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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 | $60,539 | $45,872+32.0% | $77,100-21.5% | $68,490-11.6% |
| Participation rate | 70.3% | 55.9%+14.3pp | 67.9%+2.3pp | 67.9%+2.4pp |
| Annual return | -16.72% | 1.73%-18.4pp | 42.35%-59.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,533 | $1,650+53.6% | $2,815-10.0% | $2,597-2.4% |
| Participant deferral / active EE | $6,432 | $2,963+117.1% | $4,430+45.2% | $4,028+59.7% |
| Admin fee / account holder | $3,484 | $3,041+14.6% | $5,443-36.0% | $5,403-35.5% |