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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 | $70,505 | $86,701-18.7% | $73,309-3.8% | $125,388-43.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 74.9%+5.1pp | 83.2%-3.2pp |
| Annual return | -0.26% | 2.78%-3.0pp | 5.67%-5.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,813 | $4,152-32.2% | $3,237-13.1% | $4,866-42.2% |
| Participant deferral / active EE | $4,693 | $5,549-15.4% | $4,991-6.0% | $5,352-12.3% |
| Admin fee / account holder | $1,361 | $7,768-82.5% | $5,635-75.8% | $9,541-85.7% |