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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 | $90,956 | $64,719+40.5% | $112,249-19.0% | $68,486+32.8% |
| Participation rate | 92.1% | 67.2%+25.0pp | 75.1%+17.0pp | 67.9%+24.2pp |
| Annual return | -18.14% | -11.40%-6.7pp | 27.48%-45.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $10,802 | $2,747+293.3% | $3,636+197.1% | $2,597+316.0% |
| Participant deferral / active EE | $9,756 | $3,565+173.6% | $4,729+106.3% | $4,028+142.2% |
| Admin fee / account holder | $3,303 | $5,232-36.9% | $6,412-48.5% | $5,404-38.9% |