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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 | $93,507 | $64,716+44.5% | $112,258-16.7% | $68,495+36.5% |
| Participation rate | 80.3% | 67.2%+13.1pp | 75.1%+5.2pp | 67.9%+12.4pp |
| Annual return | -17.22% | -11.40%-5.8pp | 27.47%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $6,330 | $2,746+130.5% | $3,636+74.1% | $2,596+143.8% |
| Participant deferral / active EE | $2,822 | $3,565-20.8% | $4,728-40.3% | $4,028-29.9% |
| Admin fee / account holder | $6,783 | $5,232+29.6% | $6,411+5.8% | $5,403+25.5% |