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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 | $90,775 | $93,124-2.5% | $77,100+17.7% | $134,545-32.5% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.5pp |
| Annual return | -15.95% | 62.68%-78.6pp | 42.35%-58.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $2,413 | $3,421-29.5% | $2,815-14.3% | $4,742-49.1% |
| Participant deferral / active EE | $6,009 | $5,242+14.6% | $4,430+35.7% | $6,401-6.1% |
| Admin fee / account holder | $2,019 | $6,970-71.0% | $5,443-62.9% | $11,431-82.3% |