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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 | $118,878 | $95,188+24.9% | $76,518+55.4% | $135,379-12.2% |
| Participation rate | 72.2% | 74.4%-2.2pp | 68.0%+4.2pp | 82.6%-10.4pp |
| Annual return | -8.57% | 4.85%-13.4pp | -0.27%-8.3pp | 519.79%-528.4pp |
| Employer contribution / active EE | $970 | $3,303-70.6% | $2,647-63.4% | $4,779-79.7% |
| Participant deferral / active EE | $5,646 | $4,640+21.7% | $3,836+47.2% | $5,609+0.7% |
| Admin fee / account holder | $2,384 | $6,249-61.8% | $4,849-50.8% | $10,828-78.0% |