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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 | $97,682 | $64,719+50.9% | $112,249-13.0% | $68,486+42.6% |
| Participation rate | 76.3% | 67.2%+9.2pp | 75.1%+1.3pp | 67.9%+8.4pp |
| Annual return | -17.84% | -11.40%-6.4pp | 27.48%-45.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $810 | $2,747-70.5% | $3,636-77.7% | $2,597-68.8% |
| Participant deferral / active EE | $4,955 | $3,565+39.0% | $4,729+4.8% | $4,028+23.0% |
| Admin fee / account holder | $11,447 | $5,232+118.8% | $6,412+78.5% | $5,404+111.8% |