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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 | $80,632 | $73,009+10.4% | $90,760-11.2% | $68,486+17.7% |
| Participation rate | 85.1% | 70.8%+14.3pp | 75.7%+9.4pp | 67.9%+17.2pp |
| Annual return | -18.12% | -13.81%-4.3pp | -12.16%-6.0pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,252 | $2,193+2.7% | $2,922-22.9% | $2,597-13.3% |
| Participant deferral / active EE | $4,506 | $3,626+24.3% | $4,565-1.3% | $4,028+11.9% |
| Admin fee / account holder | $19,634 | $5,896+233.0% | $8,444+132.5% | $5,404+263.3% |