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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 | $97,383 | $110,083-11.5% | $151,639-35.8% | $68,486+42.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 87.5%+4.2pp | 67.9%+23.8pp |
| Annual return | -17.61% | -10.12%-7.5pp | 3.34%-20.9pp | -7.85%-9.8pp |
| Employer contribution / active EE | $9,979 | $4,470+123.2% | $6,165+61.9% | $2,597+284.3% |
| Participant deferral / active EE | $5,405 | $6,526-17.2% | $8,363-35.4% | $4,028+34.2% |
| Admin fee / account holder | $7,470 | $7,718-3.2% | $11,613-35.7% | $5,404+38.2% |