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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 | $87,576 | $73,009+20.0% | $90,756-3.5% | $68,495+27.9% |
| Participation rate | 86.5% | 70.8%+15.7pp | 75.7%+10.8pp | 67.9%+18.6pp |
| Annual return | -14.82% | -13.81%-1.0pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,708 | $2,193-22.1% | $2,922-41.5% | $2,596-34.2% |
| Participant deferral / active EE | $5,315 | $3,626+46.6% | $4,565+16.4% | $4,028+32.0% |
| Admin fee / account holder | $10,444 | $5,896+77.1% | $8,445+23.7% | $5,403+93.3% |