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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 | $61,396 | $56,339+9.0% | $104,301-41.1% | $68,486-10.4% |
| Participation rate | 79.7% | 63.3%+16.5pp | 73.3%+6.5pp | 67.9%+11.9pp |
| Annual return | -18.66% | -9.19%-9.5pp | 24.61%-43.3pp | -7.85%-10.8pp |
| Employer contribution / active EE | $2,531 | $1,960+29.1% | $3,373-25.0% | $2,597-2.5% |
| Participant deferral / active EE | $4,071 | $3,077+32.3% | $4,626-12.0% | $4,028+1.1% |
| Admin fee / account holder | $2,024 | $4,902-58.7% | $7,340-72.4% | $5,404-62.5% |