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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 | $128,090 | $100,792+27.1% | $86,691+47.8% | $134,509-4.8% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -14.56% | 29.08%-43.6pp | 35.94%-50.5pp | 418.13%-432.7pp |
| Employer contribution / active EE | $2,349 | $3,491-32.7% | $2,837-17.2% | $4,741-50.4% |
| Participant deferral / active EE | $5,335 | $5,339-0.1% | $4,656+14.6% | $6,400-16.6% |
| Admin fee / account holder | $13,391 | $10,924+22.6% | $7,492+78.7% | $11,427+17.2% |