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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 | $98,675 | $93,124+6.0% | $77,100+28.0% | $134,545-26.7% |
| Participation rate | 95.0% | 74.5%+20.5pp | 67.9%+27.1pp | 81.2%+13.8pp |
| Annual return | -21.38% | 62.68%-84.1pp | 42.35%-63.7pp | 418.37%-439.8pp |
| Employer contribution / active EE | $1,459 | $3,421-57.4% | $2,815-48.2% | $4,742-69.2% |
| Participant deferral / active EE | $3,592 | $5,242-31.5% | $4,430-18.9% | $6,401-43.9% |
| Admin fee / account holder | $3,588 | $6,970-48.5% | $5,443-34.1% | $11,431-68.6% |