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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 | $110,963 | $81,870+35.5% | $119,608-7.2% | $68,495+62.0% |
| Participation rate | 97.9% | 71.9%+26.0pp | 79.3%+18.7pp | 67.9%+30.0pp |
| Annual return | -16.70% | -23.82%+7.1pp | -14.98%-1.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $6,242 | $2,692+131.9% | $4,232+47.5% | $2,596+140.4% |
| Participant deferral / active EE | $4,082 | $4,148-1.6% | $5,601-27.1% | $4,028+1.3% |
| Admin fee / account holder | $5,831 | $6,583-11.4% | $10,326-43.5% | $5,403+7.9% |