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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 | $78,300 | $81,870-4.4% | $119,608-34.5% | $68,495+14.3% |
| Participation rate | 94.1% | 71.9%+22.2pp | 79.3%+14.9pp | 67.9%+26.2pp |
| Annual return | -10.74% | -23.82%+13.1pp | -14.98%+4.2pp | -7.84%-2.9pp |
| Employer contribution / active EE | $2,227 | $2,692-17.3% | $4,232-47.4% | $2,596-14.2% |
| Participant deferral / active EE | $3,788 | $4,148-8.7% | $5,601-32.4% | $4,028-6.0% |
| Admin fee / account holder | $66,545 | $6,583+910.9% | $10,326+544.5% | $5,403+1131.6% |