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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 | $76,978 | $59,819+28.7% | $79,583-3.3% | $68,490+12.4% |
| Participation rate | 73.7% | 61.1%+12.6pp | 69.5%+4.2pp | 67.9%+5.8pp |
| Annual return | -17.63% | -12.30%-5.3pp | 0.16%-17.8pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,968 | $1,505+30.7% | $2,414-18.5% | $2,597-24.2% |
| Participant deferral / active EE | $1,841 | $3,025-39.1% | $3,986-53.8% | $4,028-54.3% |
| Admin fee / account holder | $5,369 | $4,835+11.0% | $6,835-21.4% | $5,403-0.6% |