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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 | $142,970 | $73,863+93.6% | $143,797-0.6% | $68,490+108.7% |
| Participation rate | 84.9% | 66.7%+18.3pp | 80.3%+4.6pp | 67.9%+17.0pp |
| Annual return | -12.72% | 0.91%-13.6pp | -0.04%-12.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $4,933 | $3,185+54.9% | $4,952-0.4% | $2,597+90.0% |
| Participant deferral / active EE | $5,683 | $3,385+67.9% | $5,638+0.8% | $4,028+41.1% |
| Admin fee / account holder | $3,421 | $5,756-40.6% | $14,679-76.7% | $5,403-36.7% |