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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 | $83,735 | $71,873+16.5% | $86,698-3.4% | $68,490+22.3% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.7pp | 67.9%+15.4pp |
| Annual return | -16.40% | 3.54%-19.9pp | 35.96%-52.4pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,097 | $2,173-49.5% | $2,837-61.3% | $2,597-57.8% |
| Participant deferral / active EE | $3,415 | $3,779-9.6% | $4,656-26.7% | $4,028-15.2% |
| Admin fee / account holder | $2,055 | $6,110-66.4% | $7,492-72.6% | $5,403-62.0% |