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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 | $86,481 | $56,339+53.5% | $104,299-17.1% | $68,490+26.3% |
| Participation rate | 80.4% | 63.3%+17.1pp | 73.3%+7.1pp | 67.9%+12.5pp |
| Annual return | -17.35% | -9.19%-8.2pp | 24.62%-42.0pp | -7.85%-9.5pp |
| Employer contribution / active EE | $4,667 | $1,960+138.1% | $3,373+38.4% | $2,597+79.7% |
| Participant deferral / active EE | $7,328 | $3,077+138.1% | $4,626+58.4% | $4,028+81.9% |
| Admin fee / account holder | $2,718 | $4,902-44.5% | $7,339-63.0% | $5,403-49.7% |