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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 | $107,552 | $95,915+12.1% | $79,580+35.1% | $134,532-20.1% |
| Participation rate | 94.7% | 75.0%+19.7pp | 69.5%+25.2pp | 81.2%+13.5pp |
| Annual return | -13.11% | -2.71%-10.4pp | 0.15%-13.3pp | 418.27%-431.4pp |
| Employer contribution / active EE | $3,678 | $3,129+17.6% | $2,413+52.4% | $4,741-22.4% |
| Participant deferral / active EE | $8,667 | $4,693+84.7% | $3,985+117.5% | $6,401+35.4% |
| Admin fee / account holder | $4,051 | $9,132-55.6% | $6,835-40.7% | $11,429-64.6% |