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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 | $95,928 | $77,817+23.3% | $123,553-22.4% | $64,173+49.5% |
| Participation rate | 98.0% | 74.7%+23.2pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | -5.54% | 12.49%-18.0pp | 119.21%-124.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,411 | $3,014-20.0% | $4,628-47.9% | $2,381+1.3% |
| Participant deferral / active EE | $9,008 | $5,240+71.9% | $6,426+40.2% | $3,470+159.6% |
| Admin fee / account holder | $13,395 | $5,519+142.7% | $9,284+44.3% | $4,887+174.1% |