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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 | $139,775 | $71,873+94.5% | $86,698+61.2% | $68,490+104.1% |
| Participation rate | 93.9% | 72.2%+21.7pp | 76.6%+17.3pp | 67.9%+26.0pp |
| Annual return | 1.15% | 3.54%-2.4pp | 35.96%-34.8pp | -7.85%+9.0pp |
| Employer contribution / active EE | $2,825 | $2,173+30.0% | $2,837-0.4% | $2,597+8.8% |
| Participant deferral / active EE | $2,827 | $3,779-25.2% | $4,656-39.3% | $4,028-29.8% |
| Admin fee / account holder | $5,895 | $6,110-3.5% | $7,492-21.3% | $5,403+9.1% |