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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 | $91,688 | $97,020-5.5% | $83,322+10.0% | $135,379-32.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -9.39% | 12.31%-21.7pp | 10.64%-20.0pp | 519.79%-529.2pp |
| Employer contribution / active EE | $4,431 | $4,144+6.9% | $3,379+31.1% | $4,779-7.3% |
| Participant deferral / active EE | $8,064 | $5,964+35.2% | $5,565+44.9% | $5,609+43.8% |
| Admin fee / account holder | $469 | $8,426-94.4% | $7,540-93.8% | $10,828-95.7% |