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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 | $69,366 | $64,719+7.2% | $112,249-38.2% | $68,486+1.3% |
| Participation rate | 81.5% | 67.2%+14.3pp | 75.1%+6.4pp | 67.9%+13.6pp |
| Annual return | -18.57% | -11.40%-7.2pp | 27.48%-46.1pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,355 | $2,747-14.3% | $3,636-35.2% | $2,597-9.3% |
| Participant deferral / active EE | $4,288 | $3,565+20.3% | $4,729-9.3% | $4,028+6.5% |
| Admin fee / account holder | $3,389 | $5,232-35.2% | $6,412-47.2% | $5,404-37.3% |