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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 | $76,563 | $59,819+28.0% | $79,583-3.8% | $68,490+11.8% |
| Participation rate | 93.5% | 61.1%+32.5pp | 69.5%+24.1pp | 67.9%+25.7pp |
| Annual return | -16.16% | -12.30%-3.9pp | 0.16%-16.3pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,707 | $1,505+13.4% | $2,414-29.3% | $2,597-34.3% |
| Participant deferral / active EE | $3,271 | $3,025+8.1% | $3,986-17.9% | $4,028-18.8% |
| Admin fee / account holder | $12,724 | $4,835+163.2% | $6,835+86.2% | $5,403+135.5% |