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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 | $93,295 | $81,870+14.0% | $119,622-22.0% | $68,486+36.2% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.1pp | 67.9%+29.5pp |
| Annual return | -15.26% | -23.82%+8.6pp | -14.98%-0.3pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,880 | $2,692+7.0% | $4,232-32.0% | $2,597+10.9% |
| Participant deferral / active EE | $6,568 | $4,148+58.3% | $5,601+17.3% | $4,028+63.1% |
| Admin fee / account holder | $12,435 | $6,583+88.9% | $10,328+20.4% | $5,404+130.1% |