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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 | $68,051 | $76,912-11.5% | $129,118-47.3% | $68,486-0.6% |
| Participation rate | 77.8% | 69.1%+8.6pp | 77.2%+0.5pp | 67.9%+9.9pp |
| Annual return | -12.37% | -9.78%-2.6pp | -10.94%-1.4pp | -7.85%-4.5pp |
| Employer contribution / active EE | $2,421 | $3,243-25.4% | $5,051-52.1% | $2,597-6.8% |
| Participant deferral / active EE | $4,680 | $4,732-1.1% | $6,539-28.4% | $4,028+16.2% |
| Admin fee / account holder | $18,009 | $6,638+171.3% | $14,305+25.9% | $5,404+233.3% |