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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 | $108,115 | $107,809+0.3% | $90,657+19.3% | $135,379-20.1% |
| Participation rate | 81.8% | 78.0%+3.8pp | 74.0%+7.8pp | 82.6%-0.8pp |
| Annual return | -7.21% | -0.90%-6.3pp | 1.89%-9.1pp | 519.79%-527.0pp |
| Employer contribution / active EE | $1,993 | $3,018-33.9% | $2,532-21.3% | $4,779-58.3% |
| Participant deferral / active EE | $5,894 | $3,872+52.2% | $3,424+72.1% | $5,609+5.1% |
| Admin fee / account holder | $8,984 | $5,931+51.5% | $4,994+79.9% | $10,828-17.0% |