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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 | $94,339 | $93,124+1.3% | $77,100+22.4% | $134,545-29.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -19.22% | 62.68%-81.9pp | 42.35%-61.6pp | 418.37%-437.6pp |
| Employer contribution / active EE | $2,747 | $3,421-19.7% | $2,815-2.4% | $4,742-42.1% |
| Participant deferral / active EE | $6,252 | $5,242+19.3% | $4,430+41.1% | $6,401-2.3% |
| Admin fee / account holder | $4,075 | $6,970-41.5% | $5,443-25.1% | $11,431-64.4% |