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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 | $93,554 | $90,448+3.4% | $93,786-0.2% | $134,545-30.5% |
| Participation rate | 95.5% | 82.0%+13.5pp | 81.0%+14.5pp | 81.2%+14.2pp |
| Annual return | -15.03% | -15.71%+0.7pp | -11.32%-3.7pp | 418.37%-433.4pp |
| Employer contribution / active EE | $8,291 | $4,349+90.7% | $4,328+91.6% | $4,742+74.9% |
| Participant deferral / active EE | $3,336 | $5,983-44.2% | $6,100-45.3% | $6,401-47.9% |
| Admin fee / account holder | $2,096 | $9,232-77.3% | $7,184-70.8% | $11,431-81.7% |