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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 | $165,395 | $73,863+123.9% | $143,797+15.0% | $68,490+141.5% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.1pp | 67.9%+20.6pp |
| Annual return | -16.53% | 0.91%-17.4pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,308 | $3,185-27.5% | $4,952-53.4% | $2,597-11.1% |
| Participant deferral / active EE | $4,167 | $3,385+23.1% | $5,638-26.1% | $4,028+3.5% |
| Admin fee / account holder | $1,590 | $5,756-72.4% | $14,679-89.2% | $5,403-70.6% |