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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 | $106,572 | $131,835-19.2% | $108,582-1.9% | $273,972-61.1% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.6%-1.0pp | 83.0%-4.4pp |
| Annual return | 5.90% | -91.57%+97.5pp | -51.70%+57.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $4,524 | $4,913-7.9% | $3,758+20.4% | $4,869-7.1% |
| Participant deferral / active EE | $5,409 | $5,127+5.5% | $4,311+25.5% | $5,287+2.3% |
| Admin fee / account holder | $1,183 | $10,253-88.5% | $7,645-84.5% | $10,133-88.3% |