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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 | $80,208 | $87,546-8.4% | $75,784+5.8% | $125,389-36.0% |
| Participation rate | 94.4% | 80.2%+14.3pp | 75.8%+18.6pp | 83.2%+11.3pp |
| Annual return | -2.21% | 13.49%-15.7pp | 9.68%-11.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $7,567 | $3,930+92.5% | $3,323+127.7% | $4,866+55.5% |
| Participant deferral / active EE | $4,703 | $4,230+11.2% | $3,652+28.8% | $5,352-12.1% |
| Admin fee / account holder | $4,005 | $6,503-38.4% | $5,300-24.4% | $9,541-58.0% |