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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 | $122,314 | $81,870+49.4% | $119,634+2.2% | $68,490+78.6% |
| Participation rate | 97.9% | 71.9%+26.0pp | 79.3%+18.6pp | 67.9%+30.0pp |
| Annual return | -17.41% | -23.82%+6.4pp | -14.98%-2.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $5,880 | $2,692+118.4% | $4,232+38.9% | $2,597+126.4% |
| Participant deferral / active EE | $5,410 | $4,148+30.4% | $5,601-3.4% | $4,028+34.3% |
| Admin fee / account holder | $7,731 | $6,583+17.4% | $10,329-25.2% | $5,403+43.1% |