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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 | $81,660 | $53,596+52.4% | $90,657-9.9% | $64,173+27.2% |
| Participation rate | 84.4% | 64.5%+19.9pp | 74.0%+10.3pp | 69.6%+14.8pp |
| Annual return | -4.02% | 4.41%-8.4pp | 1.89%-5.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,222 | $1,503+47.8% | $2,532-12.2% | $2,381-6.7% |
| Participant deferral / active EE | $2,807 | $2,459+14.2% | $3,424-18.0% | $3,470-19.1% |
| Admin fee / account holder | $2,780 | $3,868-28.1% | $4,994-44.3% | $4,887-43.1% |