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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 | $71,353 | $92,219-22.6% | $76,768-7.1% | $135,379-47.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -2.80% | 5.46%-8.3pp | 2.43%-5.2pp | 519.79%-522.6pp |
| Employer contribution / active EE | $2,130 | $3,216-33.8% | $2,485-14.3% | $4,779-55.4% |
| Participant deferral / active EE | $4,256 | $4,508-5.6% | $3,852+10.5% | $5,609-24.1% |
| Admin fee / account holder | $1,166 | $10,749-89.2% | $6,675-82.5% | $10,828-89.2% |