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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 | $103,917 | $73,848+40.7% | $143,799-27.7% | $68,486+51.7% |
| Participation rate | 84.0% | 66.7%+17.3pp | 80.3%+3.7pp | 67.9%+16.1pp |
| Annual return | -13.93% | 0.91%-14.8pp | -0.04%-13.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $6,130 | $3,184+92.5% | $4,952+23.8% | $2,597+136.1% |
| Participant deferral / active EE | $3,771 | $3,385+11.4% | $5,638-33.1% | $4,028-6.4% |
| Admin fee / account holder | $3,192 | $5,755-44.5% | $14,677-78.2% | $5,404-40.9% |