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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 | $76,106 | $73,848+3.1% | $143,799-47.1% | $68,486+11.1% |
| Participation rate | 71.4% | 66.7%+4.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -12.46% | 0.91%-13.4pp | -0.04%-12.4pp | -7.85%-4.6pp |
| Employer contribution / active EE | $2,614 | $3,184-17.9% | $4,952-47.2% | $2,597+0.7% |
| Participant deferral / active EE | $5,358 | $3,385+58.3% | $5,638-5.0% | $4,028+33.0% |
| Admin fee / account holder | $40,187 | $5,755+598.3% | $14,677+173.8% | $5,404+643.7% |