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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 | $160,107 | $105,866+51.2% | $90,766+76.4% | $134,545+19.0% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -14.51% | -10.99%-3.5pp | -12.16%-2.4pp | 418.37%-432.9pp |
| Employer contribution / active EE | $2,633 | $3,464-24.0% | $2,922-9.9% | $4,742-44.5% |
| Participant deferral / active EE | $4,959 | $5,217-5.0% | $4,565+8.6% | $6,401-22.5% |
| Admin fee / account holder | $975 | $13,938-93.0% | $8,446-88.5% | $11,431-91.5% |