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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 | $83,678 | $82,674+1.2% | $125,381-33.3% | $68,486+22.2% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -18.35% | -5.97%-12.4pp | 572.31%-590.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $3,193 | $3,382-5.6% | $4,815-33.7% | $2,597+22.9% |
| Participant deferral / active EE | $8,492 | $6,111+39.0% | $7,448+14.0% | $4,028+110.9% |
| Admin fee / account holder | $3,670 | $6,277-41.5% | $10,007-63.3% | $5,404-32.1% |