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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 | $140,357 | $81,870+71.4% | $119,622+17.3% | $68,486+104.9% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -18.13% | -23.82%+5.7pp | -14.98%-3.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $3,608 | $2,692+34.0% | $4,232-14.8% | $2,597+38.9% |
| Participant deferral / active EE | $11,654 | $4,148+181.0% | $5,601+108.1% | $4,028+189.4% |
| Admin fee / account holder | $353 | $6,583-94.6% | $10,328-96.6% | $5,404-93.5% |