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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 | $160,127 | $73,848+116.8% | $143,799+11.4% | $68,486+133.8% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -16.92% | 0.91%-17.8pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,327 | $3,184+4.5% | $4,952-32.8% | $2,597+28.1% |
| Participant deferral / active EE | $3,795 | $3,385+12.1% | $5,638-32.7% | $4,028-5.8% |
| Admin fee / account holder | $7,223 | $5,755+25.5% | $14,677-50.8% | $5,404+33.7% |