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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 | $90,185 | $64,729+39.3% | $112,263-19.7% | $68,490+31.7% |
| Participation rate | 85.2% | 67.2%+18.0pp | 75.1%+10.1pp | 67.9%+17.3pp |
| Annual return | -15.87% | -11.40%-4.5pp | 27.49%-43.4pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,377 | $2,746-49.9% | $3,636-62.1% | $2,597-47.0% |
| Participant deferral / active EE | $4,953 | $3,566+38.9% | $4,729+4.7% | $4,028+23.0% |
| Admin fee / account holder | $11,239 | $5,222+115.2% | $6,410+75.3% | $5,403+108.0% |