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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 | $91,748 | $100,792-9.0% | $86,691+5.8% | $134,509-31.8% |
| Participation rate | 88.9% | 78.9%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -19.22% | 29.08%-48.3pp | 35.94%-55.2pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,857 | $3,491-46.8% | $2,837-34.5% | $4,741-60.8% |
| Participant deferral / active EE | $5,554 | $5,339+4.0% | $4,656+19.3% | $6,400-13.2% |
| Admin fee / account holder | $2,963 | $10,924-72.9% | $7,492-60.5% | $11,427-74.1% |