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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 | $62,533 | $59,813+4.5% | $79,580-21.4% | $68,486-8.7% |
| Participation rate | 90.4% | 61.1%+29.3pp | 69.5%+20.9pp | 67.9%+22.5pp |
| Annual return | -14.11% | -12.30%-1.8pp | 0.15%-14.3pp | -7.85%-6.3pp |
| Employer contribution / active EE | $3,615 | $1,505+140.2% | $2,413+49.8% | $2,597+39.2% |
| Participant deferral / active EE | $8,120 | $3,024+168.5% | $3,985+103.8% | $4,028+101.6% |
| Admin fee / account holder | $7,016 | $4,835+45.1% | $6,835+2.6% | $5,404+29.8% |