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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 | $86,634 | $72,177+20.0% | $115,038-24.7% | $59,633+45.3% |
| Participation rate | 85.7% | 72.6%+13.2pp | 81.4%+4.3pp | 68.7%+17.0pp |
| Annual return | -2.01% | 12.02%-14.0pp | 26.14%-28.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $2,502 | $2,841-11.9% | $4,608-45.7% | $2,203+13.6% |
| Participant deferral / active EE | $4,815 | $4,783+0.7% | $6,026-20.1% | $3,192+50.9% |
| Admin fee / account holder | $4,964 | $4,927+0.7% | $8,175-39.3% | $4,297+15.5% |