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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 | $74,094 | $84,518-12.3% | $67,704+9.4% | $125,389-40.9% |
| Participation rate | 73.7% | 74.8%-1.1pp | 67.5%+6.2pp | 83.2%-9.5pp |
| Annual return | -0.89% | 2.57%-3.5pp | 25.41%-26.3pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,032 | $3,292-38.3% | $2,559-20.6% | $4,866-58.2% |
| Participant deferral / active EE | $2,825 | $4,430-36.2% | $3,585-21.2% | $5,352-47.2% |
| Admin fee / account holder | $7,388 | $5,340+38.3% | $4,255+73.6% | $9,541-22.6% |