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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 | $85,230 | $59,813+42.5% | $79,580+7.1% | $68,486+24.4% |
| Participation rate | 72.7% | 61.1%+11.7pp | 69.5%+3.2pp | 67.9%+4.8pp |
| Annual return | -13.00% | -12.30%-0.7pp | 0.15%-13.2pp | -7.85%-5.1pp |
| Employer contribution / active EE | $733 | $1,505-51.3% | $2,413-69.6% | $2,597-71.8% |
| Participant deferral / active EE | $6,566 | $3,024+117.1% | $3,985+64.7% | $4,028+63.0% |
| Admin fee / account holder | $22,983 | $4,835+375.4% | $6,835+236.3% | $5,404+325.3% |