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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 | $146,966 | $45,872+220.4% | $77,096+90.6% | $68,486+114.6% |
| Participation rate | 75.0% | 55.9%+19.1pp | 67.9%+7.1pp | 67.9%+7.1pp |
| Annual return | -18.01% | 1.73%-19.7pp | 42.35%-60.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $2,222 | $1,650+34.7% | $2,814-21.0% | $2,597-14.4% |
| Participant deferral / active EE | $4,113 | $2,963+38.8% | $4,429-7.1% | $4,028+2.1% |
| Admin fee / account holder | $3,989 | $3,041+31.2% | $5,428-26.5% | $5,404-26.2% |