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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 | $100,111 | $73,848+35.6% | $143,799-30.4% | $68,486+46.2% |
| Participation rate | 77.6% | 66.7%+10.9pp | 80.3%-2.7pp | 67.9%+9.7pp |
| Annual return | -16.55% | 0.91%-17.5pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,788 | $3,184-12.5% | $4,952-43.7% | $2,597+7.4% |
| Participant deferral / active EE | $4,819 | $3,385+42.4% | $5,638-14.5% | $4,028+19.7% |
| Admin fee / account holder | $6,190 | $5,755+7.6% | $14,677-57.8% | $5,404+14.5% |