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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 | $70,408 | $71,873-2.0% | $86,698-18.8% | $68,490+2.8% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.7pp | 67.9%+15.4pp |
| Annual return | -14.99% | 3.54%-18.5pp | 35.96%-51.0pp | -7.85%-7.1pp |
| Employer contribution / active EE | $4,964 | $2,173+128.4% | $2,837+75.0% | $2,597+91.2% |
| Participant deferral / active EE | $5,214 | $3,779+38.0% | $4,656+12.0% | $4,028+29.5% |
| Admin fee / account holder | $7,396 | $6,110+21.0% | $7,492-1.3% | $5,403+36.9% |