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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 | $103,394 | $97,020+6.6% | $83,327+24.1% | $135,380-23.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -2.36% | 12.31%-14.7pp | 10.64%-13.0pp | 519.81%-522.2pp |
| Employer contribution / active EE | $5,536 | $4,144+33.6% | $3,379+63.8% | $4,779+15.8% |
| Participant deferral / active EE | $3,565 | $5,964-40.2% | $5,565-35.9% | $5,609-36.4% |
| Admin fee / account holder | $56,300 | $8,426+568.2% | $7,540+646.6% | $10,828+419.9% |