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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 | $85,055 | $45,872+85.4% | $77,100+10.3% | $68,490+24.2% |
| Participation rate | 83.9% | 55.9%+27.9pp | 67.9%+15.9pp | 67.9%+16.0pp |
| Annual return | -17.13% | 1.73%-18.9pp | 42.35%-59.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $4,685 | $1,650+184.0% | $2,815+66.4% | $2,597+80.4% |
| Participant deferral / active EE | $4,505 | $2,963+52.1% | $4,430+1.7% | $4,028+11.9% |
| Admin fee / account holder | $4,324 | $3,041+42.2% | $5,443-20.6% | $5,403-20.0% |