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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 | $68,365 | $100,811-32.2% | $86,698-21.1% | $134,545-49.2% |
| Participation rate | 81.0% | 79.0%+2.0pp | 76.6%+4.4pp | 81.2%-0.3pp |
| Annual return | -17.15% | 29.11%-46.3pp | 35.96%-53.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $4,597 | $3,490+31.7% | $2,837+62.0% | $4,742-3.1% |
| Participant deferral / active EE | $4,526 | $5,339-15.2% | $4,656-2.8% | $6,401-29.3% |
| Admin fee / account holder | $16,608 | $10,926+52.0% | $7,492+121.7% | $11,431+45.3% |