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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 | $88,425 | $82,678+7.0% | $125,391-29.5% | $68,490+29.1% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -19.11% | -5.97%-13.1pp | 572.41%-591.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,778 | $3,382-47.4% | $4,816-63.1% | $2,597-31.5% |
| Participant deferral / active EE | $3,359 | $6,111-45.0% | $7,448-54.9% | $4,028-16.6% |
| Admin fee / account holder | $3,792 | $6,277-39.6% | $10,009-62.1% | $5,403-29.8% |