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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 | $82,840 | $81,870+1.2% | $119,634-30.8% | $68,490+21.0% |
| Participation rate | 93.8% | 71.9%+21.9pp | 79.3%+14.5pp | 67.9%+25.9pp |
| Annual return | 33.27% | -23.82%+57.1pp | -14.98%+48.3pp | -7.85%+41.1pp |
| Employer contribution / active EE | $5,166 | $2,692+91.9% | $4,232+22.1% | $2,597+98.9% |
| Participant deferral / active EE | $2,910 | $4,148-29.8% | $5,601-48.0% | $4,028-27.8% |
| Admin fee / account holder | $3,760 | $6,583-42.9% | $10,329-63.6% | $5,403-30.4% |