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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 | $71,852 | $113,941-36.9% | $94,228-23.7% | $125,388-42.7% |
| Participation rate | 94.1% | 82.9%+11.2pp | 78.8%+15.3pp | 83.2%+10.9pp |
| Annual return | -2.99% | 5.29%-8.3pp | 10.68%-13.7pp | 282.24%-285.2pp |
| Employer contribution / active EE | $3,735 | $4,727-21.0% | $3,587+4.1% | $4,866-23.2% |
| Participant deferral / active EE | $7,983 | $5,179+54.2% | $4,320+84.8% | $5,352+49.2% |
| Admin fee / account holder | $2,009 | $8,392-76.1% | $6,269-68.0% | $9,541-78.9% |