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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 | $85,465 | $76,912+11.1% | $129,118-33.8% | $68,486+24.8% |
| Participation rate | 86.1% | 69.1%+17.0pp | 77.2%+8.9pp | 67.9%+18.2pp |
| Annual return | -12.76% | -9.78%-3.0pp | -10.94%-1.8pp | -7.85%-4.9pp |
| Employer contribution / active EE | $3,399 | $3,243+4.8% | $5,051-32.7% | $2,597+30.9% |
| Participant deferral / active EE | $8,253 | $4,732+74.4% | $6,539+26.2% | $4,028+104.9% |
| Admin fee / account holder | $6,910 | $6,638+4.1% | $14,305-51.7% | $5,404+27.9% |