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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 | $113,354 | $90,467+25.3% | $93,759+20.9% | $134,509-15.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 81.0%+6.5pp | 81.2%+6.3pp |
| Annual return | -13.56% | -15.72%+2.2pp | -11.33%-2.2pp | 418.13%-431.7pp |
| Employer contribution / active EE | $2,269 | $4,345-47.8% | $4,324-47.5% | $4,741-52.1% |
| Participant deferral / active EE | $4,370 | $5,980-26.9% | $6,096-28.3% | $6,400-31.7% |
| Admin fee / account holder | $23,554 | $9,258+154.4% | $7,197+227.3% | $11,427+106.1% |