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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 | $56,805 | $45,872+23.8% | $77,096-26.3% | $68,486-17.1% |
| Participation rate | 88.7% | 55.9%+32.8pp | 67.9%+20.8pp | 67.9%+20.8pp |
| Annual return | -17.75% | 1.73%-19.5pp | 42.35%-60.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,797 | $1,650+69.5% | $2,814-0.6% | $2,597+7.7% |
| Participant deferral / active EE | $6,824 | $2,963+130.3% | $4,429+54.1% | $4,028+69.4% |
| Admin fee / account holder | $788 | $3,041-74.1% | $5,428-85.5% | $5,404-85.4% |