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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 | $82,322 | $73,863+11.5% | $143,797-42.8% | $68,490+20.2% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.2pp | 67.9%+24.6pp |
| Annual return | -15.99% | 0.91%-16.9pp | -0.04%-16.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $5,594 | $3,185+75.6% | $4,952+12.9% | $2,597+115.4% |
| Participant deferral / active EE | $4,692 | $3,385+38.6% | $5,638-16.8% | $4,028+16.5% |
| Admin fee / account holder | $4,124 | $5,756-28.4% | $14,679-71.9% | $5,403-23.7% |