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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 | $107,205 | $95,917+11.8% | $79,583+34.7% | $134,545-20.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -13.93% | -2.70%-11.2pp | 0.16%-14.1pp | 418.37%-432.3pp |
| Employer contribution / active EE | $2,694 | $3,129-13.9% | $2,414+11.6% | $4,742-43.2% |
| Participant deferral / active EE | $6,344 | $4,694+35.1% | $3,986+59.2% | $6,401-0.9% |
| Admin fee / account holder | $5,152 | $9,132-43.6% | $6,835-24.6% | $11,431-54.9% |