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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 | $117,729 | $73,009+61.3% | $90,760+29.7% | $68,486+71.9% |
| Participation rate | 93.0% | 70.8%+22.2pp | 75.7%+17.3pp | 67.9%+25.1pp |
| Annual return | -15.12% | -13.81%-1.3pp | -12.16%-3.0pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,215 | $2,193+1.0% | $2,922-24.2% | $2,597-14.7% |
| Participant deferral / active EE | $7,329 | $3,626+102.1% | $4,565+60.6% | $4,028+82.0% |
| Admin fee / account holder | $3,953 | $5,896-33.0% | $8,444-53.2% | $5,404-26.9% |