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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 | $87,708 | $82,678+6.1% | $125,391-30.1% | $68,490+28.1% |
| Participation rate | 81.1% | 75.1%+6.0pp | 82.4%-1.3pp | 67.9%+13.2pp |
| Annual return | -17.41% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $3,101 | $3,382-8.3% | $4,816-35.6% | $2,597+19.4% |
| Participant deferral / active EE | $6,556 | $6,111+7.3% | $7,448-12.0% | $4,028+62.8% |
| Admin fee / account holder | $5,191 | $6,277-17.3% | $10,009-48.1% | $5,403-3.9% |