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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 | $92,453 | $94,529-2.2% | $140,019-34.0% | $64,181+44.0% |
| Participation rate | 84.6% | 84.1%+0.5pp | 87.5%-2.9pp | 69.6%+15.0pp |
| Annual return | -6.40% | 7.77%-14.2pp | 651.15%-657.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,037 | $3,812-20.3% | $5,605-45.8% | $2,381+27.6% |
| Participant deferral / active EE | $9,700 | $5,250+84.8% | $6,927+40.0% | $3,470+179.6% |
| Admin fee / account holder | $27,954 | $6,741+314.7% | $10,705+161.1% | $4,887+472.0% |