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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 | $87,382 | $99,032-11.8% | $80,022+9.2% | $135,380-35.5% |
| Participation rate | 93.8% | 78.4%+15.4pp | 75.8%+17.9pp | 82.6%+11.1pp |
| Annual return | -3.04% | 15.39%-18.4pp | 11.22%-14.3pp | 519.81%-522.8pp |
| Employer contribution / active EE | $4,712 | $3,043+54.8% | $2,468+90.9% | $4,779-1.4% |
| Participant deferral / active EE | $2,164 | $4,282-49.5% | $3,686-41.3% | $5,609-61.4% |
| Admin fee / account holder | $10,484 | $10,436+0.5% | $6,521+60.8% | $10,828-3.2% |