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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 | $83,950 | $82,678+1.5% | $125,391-33.0% | $68,490+22.6% |
| Participation rate | 93.3% | 75.1%+18.3pp | 82.4%+10.9pp | 67.9%+25.4pp |
| Annual return | -18.74% | -5.97%-12.8pp | 572.41%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $3,127 | $3,382-7.5% | $4,816-35.1% | $2,597+20.4% |
| Participant deferral / active EE | $6,971 | $6,111+14.1% | $7,448-6.4% | $4,028+73.1% |
| Admin fee / account holder | $1,077 | $6,277-82.8% | $10,009-89.2% | $5,403-80.1% |