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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 | $60,644 | $53,162+14.1% | $91,225-33.5% | $68,486-11.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -18.28% | -3.14%-15.1pp | 114.12%-132.4pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,359 | $1,709+38.0% | $2,851-17.3% | $2,597-9.2% |
| Participant deferral / active EE | $6,826 | $2,974+129.6% | $4,233+61.2% | $4,028+69.5% |
| Admin fee / account holder | $4,223 | $4,493-6.0% | $5,422-22.1% | $5,404-21.8% |