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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 | $132,096 | $64,716+104.1% | $112,258+17.7% | $68,495+92.9% |
| Participation rate | 72.4% | 67.2%+5.3pp | 75.1%-2.6pp | 67.9%+4.5pp |
| Annual return | -16.65% | -11.40%-5.2pp | 27.47%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,416 | $2,746-12.0% | $3,636-33.5% | $2,596-7.0% |
| Participant deferral / active EE | $4,771 | $3,565+33.8% | $4,728+0.9% | $4,028+18.5% |
| Admin fee / account holder | $29,205 | $5,232+458.2% | $6,411+355.5% | $5,403+440.5% |