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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 | $74,250 | $46,697+59.0% | $117,533-36.8% | $68,486+8.4% |
| Participation rate | 84.3% | 56.8%+27.5pp | 70.6%+13.7pp | 67.9%+16.4pp |
| Annual return | -11.55% | -14.52%+3.0pp | 29.77%-41.3pp | -7.85%-3.7pp |
| Employer contribution / active EE | $4,369 | $1,506+190.2% | $4,179+4.5% | $2,597+68.3% |
| Participant deferral / active EE | $3,752 | $2,637+42.2% | $4,072-7.9% | $4,028-6.8% |
| Admin fee / account holder | $7,221 | $4,023+79.5% | $5,647+27.9% | $5,404+33.6% |