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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 | $79,779 | $71,878+11.0% | $86,698-8.0% | $68,486+16.5% |
| Participation rate | 97.9% | 72.2%+25.6pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -14.87% | 3.53%-18.4pp | 35.95%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $4,523 | $2,173+108.1% | $2,837+59.4% | $2,597+74.2% |
| Participant deferral / active EE | $6,168 | $3,779+63.2% | $4,656+32.5% | $4,028+53.1% |
| Admin fee / account holder | $1,986 | $6,113-67.5% | $7,493-73.5% | $5,404-63.3% |