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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 | $92,656 | $81,870+13.2% | $119,622-22.5% | $68,486+35.3% |
| Participation rate | 87.5% | 71.9%+15.6pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | -16.49% | -23.82%+7.3pp | -14.98%-1.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,054 | $2,692+13.5% | $4,232-27.8% | $2,597+17.6% |
| Participant deferral / active EE | $4,221 | $4,148+1.8% | $5,601-24.6% | $4,028+4.8% |
| Admin fee / account holder | $420 | $6,583-93.6% | $10,328-95.9% | $5,404-92.2% |