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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 | $122,197 | $62,583+95.3% | $76,767+59.2% | $64,173+90.4% |
| Participation rate | 81.3% | 72.8%+8.4pp | 77.0%+4.3pp | 69.6%+11.7pp |
| Annual return | -7.26% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,188 | $1,832+19.4% | $2,485-12.0% | $2,381-8.1% |
| Participant deferral / active EE | $4,156 | $3,145+32.1% | $3,852+7.9% | $3,470+19.8% |
| Admin fee / account holder | $3,416 | $4,667-26.8% | $6,675-48.8% | $4,887-30.1% |