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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 | $137,244 | $81,870+67.6% | $119,634+14.7% | $68,490+100.4% |
| Participation rate | 74.2% | 71.9%+2.3pp | 79.3%-5.1pp | 67.9%+6.3pp |
| Annual return | -15.61% | -23.82%+8.2pp | -14.98%-0.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $736 | $2,692-72.7% | $4,232-82.6% | $2,597-71.7% |
| Participant deferral / active EE | $5,445 | $4,148+31.3% | $5,601-2.8% | $4,028+35.2% |
| Admin fee / account holder | $12,735 | $6,583+93.5% | $10,329+23.3% | $5,403+135.7% |