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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 | $42,818 | $64,729-33.8% | $112,263-61.9% | $68,490-37.5% |
| Participation rate | 75.7% | 67.2%+8.6pp | 75.1%+0.7pp | 67.9%+7.8pp |
| Annual return | -14.68% | -11.40%-3.3pp | 27.49%-42.2pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,104 | $2,746-23.4% | $3,636-42.1% | $2,597-19.0% |
| Participant deferral / active EE | $3,506 | $3,566-1.7% | $4,729-25.9% | $4,028-12.9% |
| Admin fee / account holder | $3,037 | $5,222-41.8% | $6,410-52.6% | $5,403-43.8% |