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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 | $123,565 | $127,096-2.8% | $105,736+16.9% | $135,380-8.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | -5.42% | 4.49%-9.9pp | 6.27%-11.7pp | 519.81%-525.2pp |
| Employer contribution / active EE | $9,864 | $4,107+140.2% | $3,268+201.8% | $4,779+106.4% |
| Participant deferral / active EE | $9,537 | $5,064+88.3% | $4,080+133.8% | $5,609+70.0% |
| Admin fee / account holder | $13,736 | $9,087+51.2% | $6,913+98.7% | $10,828+26.9% |