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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 | $98,111 | $56,197+74.6% | $67,652+45.0% | $59,633+64.5% |
| Participation rate | 72.7% | 71.5%+1.3pp | 75.7%-2.9pp | 68.7%+4.1pp |
| Annual return | -1.57% | 18508.10%-18509.7pp | 6625.40%-6627.0pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,083 | $1,615-33.0% | $2,266-52.2% | $2,203-50.9% |
| Participant deferral / active EE | $3,166 | $2,844+11.4% | $3,560-11.1% | $3,192-0.8% |
| Admin fee / account holder | $2,396 | $3,958-39.5% | $4,821-50.3% | $4,297-44.2% |