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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 | $98,996 | $73,839+34.1% | $143,788-31.2% | $68,495+44.5% |
| Participation rate | 70.4% | 66.7%+3.8pp | 80.3%-9.9pp | 67.9%+2.5pp |
| Annual return | -18.45% | 1.01%-19.5pp | -0.03%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,515 | $3,184-21.0% | $4,952-49.2% | $2,596-3.1% |
| Participant deferral / active EE | $5,271 | $3,384+55.8% | $5,638-6.5% | $4,028+30.9% |
| Admin fee / account holder | $3,011 | $5,755-47.7% | $14,675-79.5% | $5,403-44.3% |