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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 | $78,936 | $62,586+26.1% | $76,766+2.8% | $64,181+23.0% |
| Participation rate | 92.0% | 72.8%+19.2pp | 77.0%+15.1pp | 69.6%+22.5pp |
| Annual return | -7.18% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,375 | $1,832+138.8% | $2,485+76.0% | $2,381+83.8% |
| Participant deferral / active EE | $4,181 | $3,145+33.0% | $3,851+8.6% | $3,470+20.5% |
| Admin fee / account holder | $2,260 | $4,667-51.6% | $6,675-66.1% | $4,887-53.8% |