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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 | $129,895 | $95,895+35.5% | $79,576+63.2% | $134,509-3.4% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.5pp |
| Annual return | -14.06% | -2.72%-11.3pp | 0.15%-14.2pp | 418.13%-432.2pp |
| Employer contribution / active EE | $2,595 | $3,128-17.0% | $2,413+7.5% | $4,741-45.3% |
| Participant deferral / active EE | $4,571 | $4,693-2.6% | $3,985+14.7% | $6,400-28.6% |
| Admin fee / account holder | $968 | $9,129-89.4% | $6,834-85.8% | $11,427-91.5% |