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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 | $80,705 | $53,546+50.7% | $69,890+15.5% | $68,490+17.8% |
| Participation rate | 87.7% | 64.5%+23.2pp | 70.5%+17.2pp | 67.9%+19.8pp |
| Annual return | -15.14% | -13.87%-1.3pp | 190.84%-206.0pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,683 | $2,019-16.6% | $2,560-34.3% | $2,597-35.2% |
| Participant deferral / active EE | $4,135 | $2,957+39.9% | $3,848+7.5% | $4,028+2.7% |
| Admin fee / account holder | $3,594 | $4,693-23.4% | $6,267-42.7% | $5,403-33.5% |