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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 | $78,743 | $59,813+31.6% | $79,580-1.1% | $68,486+15.0% |
| Participation rate | 97.1% | 61.1%+36.0pp | 69.5%+27.6pp | 67.9%+29.2pp |
| Annual return | -15.32% | -12.30%-3.0pp | 0.15%-15.5pp | -7.85%-7.5pp |
| Employer contribution / active EE | $4,405 | $1,505+192.7% | $2,413+82.5% | $2,597+69.7% |
| Participant deferral / active EE | $3,549 | $3,024+17.3% | $3,985-11.0% | $4,028-11.9% |
| Admin fee / account holder | $8,748 | $4,835+80.9% | $6,835+28.0% | $5,404+61.9% |