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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 | $121,113 | $110,083+10.0% | $151,645-20.1% | $68,490+76.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -15.62% | -10.12%-5.5pp | 3.34%-19.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,442 | $4,470-67.7% | $6,165-76.6% | $2,597-44.5% |
| Participant deferral / active EE | $5,425 | $6,526-16.9% | $8,363-35.1% | $4,028+34.7% |
| Admin fee / account holder | $310 | $7,718-96.0% | $11,614-97.3% | $5,403-94.3% |