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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 | $181,559 | $73,009+148.7% | $90,760+100.0% | $68,486+165.1% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -12.63% | -13.81%+1.2pp | -12.16%-0.5pp | -7.85%-4.8pp |
| Employer contribution / active EE | $2,172 | $2,193-0.9% | $2,922-25.7% | $2,597-16.3% |
| Participant deferral / active EE | $4,920 | $3,626+35.7% | $4,565+7.8% | $4,028+22.2% |
| Admin fee / account holder | $1,025 | $5,896-82.6% | $8,444-87.9% | $5,404-81.0% |