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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 | $89,943 | $65,453+37.4% | $86,698+3.7% | $66,938+34.4% |
| Participation rate | 71.3% | 75.5%-4.2pp | 76.6%-5.3pp | 69.8%+1.5pp |
| Annual return | -15.40% | -10.89%-4.5pp | 35.95%-51.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,395 | $2,154+11.2% | $2,837-15.6% | $2,545-5.9% |
| Participant deferral / active EE | $5,431 | $4,102+32.4% | $4,656+16.6% | $4,238+28.1% |
| Admin fee / account holder | $11,757 | $642+1731.8% | $7,493+56.9% | $594+1880.9% |