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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 | $85,304 | $64,871+31.5% | $129,118-33.9% | $66,938+27.4% |
| Participation rate | 93.1% | 74.0%+19.1pp | 77.2%+15.9pp | 69.8%+23.3pp |
| Annual return | -14.48% | -12.21%-2.3pp | -10.94%-3.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,971 | $3,741-47.3% | $5,051-61.0% | $2,545-22.5% |
| Participant deferral / active EE | $5,358 | $5,090+5.3% | $6,539-18.1% | $4,238+26.4% |
| Admin fee / account holder | $14,601 | $629+2221.2% | $14,305+2.1% | $594+2360.2% |