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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 | $127,864 | $99,032+29.1% | $80,022+59.8% | $135,379-5.6% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -3.11% | 15.39%-18.5pp | 11.22%-14.3pp | 519.79%-522.9pp |
| Employer contribution / active EE | $1,695 | $3,043-44.3% | $2,468-31.3% | $4,779-64.5% |
| Participant deferral / active EE | $7,766 | $4,282+81.4% | $3,686+110.7% | $5,609+38.5% |
| Admin fee / account holder | $9,390 | $10,436-10.0% | $6,521+44.0% | $10,828-13.3% |