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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 | $72,765 | $71,878+1.2% | $86,698-16.1% | $68,486+6.2% |
| Participation rate | 96.9% | 72.2%+24.7pp | 76.6%+20.3pp | 67.9%+29.0pp |
| Annual return | -14.78% | 3.53%-18.3pp | 35.95%-50.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $4,083 | $2,173+87.9% | $2,837+43.9% | $2,597+57.3% |
| Participant deferral / active EE | $5,305 | $3,779+40.4% | $4,656+13.9% | $4,028+31.7% |
| Admin fee / account holder | $3,003 | $6,113-50.9% | $7,493-59.9% | $5,404-44.4% |