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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 | $87,822 | $71,878+22.2% | $86,698+1.3% | $68,486+28.2% |
| Participation rate | 78.1% | 72.2%+5.9pp | 76.6%+1.5pp | 67.9%+10.2pp |
| Annual return | -13.54% | 3.53%-17.1pp | 35.95%-49.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,628 | $2,173-25.1% | $2,837-42.6% | $2,597-37.3% |
| Participant deferral / active EE | $5,670 | $3,779+50.0% | $4,656+21.8% | $4,028+40.8% |
| Admin fee / account holder | $5,996 | $6,113-1.9% | $7,493-20.0% | $5,404+11.0% |