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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 | $69,356 | $64,719+7.2% | $112,249-38.2% | $68,486+1.3% |
| Participation rate | 84.3% | 67.2%+17.2pp | 75.1%+9.3pp | 67.9%+16.4pp |
| Annual return | -17.24% | -11.40%-5.8pp | 27.48%-44.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,451 | $2,747-10.8% | $3,636-32.6% | $2,597-5.6% |
| Participant deferral / active EE | $5,788 | $3,565+62.3% | $4,729+22.4% | $4,028+43.7% |
| Admin fee / account holder | $3,704 | $5,232-29.2% | $6,412-42.2% | $5,404-31.4% |