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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 | $100,587 | $97,027+3.7% | $83,323+20.7% | $135,382-25.7% |
| Participation rate | 95.7% | 80.4%+15.2pp | 77.8%+17.9pp | 82.6%+13.0pp |
| Annual return | -7.77% | 12.31%-20.1pp | 10.63%-18.4pp | 519.77%-527.5pp |
| Employer contribution / active EE | $649 | $4,143-84.3% | $3,379-80.8% | $4,779-86.4% |
| Participant deferral / active EE | $6,605 | $5,964+10.7% | $5,565+18.7% | $5,609+17.8% |
| Admin fee / account holder | $6,745 | $8,427-20.0% | $7,539-10.5% | $10,829-37.7% |