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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 | $68,024 | $73,019-6.8% | $90,766-25.1% | $68,490-0.7% |
| Participation rate | 96.7% | 70.8%+25.8pp | 75.7%+21.0pp | 67.9%+28.8pp |
| Annual return | -18.73% | -13.81%-4.9pp | -12.16%-6.6pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,252 | $2,193+2.7% | $2,922-22.9% | $2,597-13.3% |
| Participant deferral / active EE | $2,795 | $3,626-22.9% | $4,565-38.8% | $4,028-30.6% |
| Admin fee / account holder | $3,671 | $5,897-37.7% | $8,446-56.5% | $5,403-32.0% |