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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 | $109,507 | $62,589+75.0% | $76,768+42.6% | $64,173+70.6% |
| Participation rate | 94.3% | 72.8%+21.5pp | 77.0%+17.4pp | 69.6%+24.8pp |
| Annual return | -5.92% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,019 | $1,832+64.8% | $2,485+21.5% | $2,381+26.8% |
| Participant deferral / active EE | $3,650 | $3,145+16.1% | $3,852-5.2% | $3,470+5.2% |
| Admin fee / account holder | $9,087 | $4,667+94.7% | $6,675+36.1% | $4,887+85.9% |