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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 | $96,968 | $142,409-31.9% | $119,634-18.9% | $134,545-27.9% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -15.45% | -12.46%-3.0pp | -14.98%-0.5pp | 418.37%-433.8pp |
| Employer contribution / active EE | $3,677 | $5,224-29.6% | $4,232-13.1% | $4,742-22.4% |
| Participant deferral / active EE | $6,308 | $6,468-2.5% | $5,601+12.6% | $6,401-1.5% |
| Admin fee / account holder | $7,586 | $13,594-44.2% | $10,329-26.6% | $11,431-33.6% |