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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 | $73,818 | $59,813+23.4% | $79,580-7.2% | $68,486+7.8% |
| Participation rate | 75.9% | 61.1%+14.8pp | 69.5%+6.4pp | 67.9%+8.0pp |
| Annual return | -10.32% | -12.30%+2.0pp | 0.15%-10.5pp | -7.85%-2.5pp |
| Employer contribution / active EE | $557 | $1,505-63.0% | $2,413-76.9% | $2,597-78.6% |
| Participant deferral / active EE | $4,315 | $3,024+42.7% | $3,985+8.3% | $4,028+7.1% |
| Admin fee / account holder | $6,936 | $4,835+43.5% | $6,835+1.5% | $5,404+28.4% |