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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 | $84,978 | $82,674+2.8% | $125,381-32.2% | $68,486+24.1% |
| Participation rate | 86.8% | 75.1%+11.8pp | 82.4%+4.5pp | 67.9%+18.9pp |
| Annual return | -18.58% | -5.97%-12.6pp | 572.31%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,153 | $3,382-36.3% | $4,815-55.3% | $2,597-17.1% |
| Participant deferral / active EE | $4,561 | $6,111-25.4% | $7,448-38.8% | $4,028+13.2% |
| Admin fee / account holder | $1,448 | $6,277-76.9% | $10,007-85.5% | $5,404-73.2% |