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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 | $99,606 | $59,819+66.5% | $79,583+25.2% | $68,490+45.4% |
| Participation rate | 89.4% | 61.1%+28.3pp | 69.5%+19.9pp | 67.9%+21.5pp |
| Annual return | -17.24% | -12.30%-4.9pp | 0.16%-17.4pp | -7.85%-9.4pp |
| Employer contribution / active EE | $564 | $1,505-62.5% | $2,414-76.6% | $2,597-78.3% |
| Participant deferral / active EE | $6,079 | $3,025+101.0% | $3,986+52.5% | $4,028+50.9% |
| Admin fee / account holder | $7,472 | $4,835+54.5% | $6,835+9.3% | $5,403+38.3% |