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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 | $92,812 | $81,870+13.4% | $119,622-22.4% | $68,486+35.5% |
| Participation rate | 95.7% | 71.9%+23.8pp | 79.3%+16.4pp | 67.9%+27.8pp |
| Annual return | -16.64% | -23.82%+7.2pp | -14.98%-1.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,926 | $2,692+8.7% | $4,232-30.9% | $2,597+12.7% |
| Participant deferral / active EE | $4,389 | $4,148+5.8% | $5,601-21.6% | $4,028+9.0% |
| Admin fee / account holder | $16,690 | $6,583+153.5% | $10,328+61.6% | $5,404+208.9% |