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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 | $37,969 | $42,383-10.4% | $76,518-50.4% | $64,173-40.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -7.31% | -16.54%+9.2pp | -0.27%-7.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,595 | $1,563+2.0% | $2,647-39.7% | $2,381-33.0% |
| Participant deferral / active EE | $3,259 | $2,566+27.0% | $3,836-15.0% | $3,470-6.1% |
| Admin fee / account holder | $4,581 | $3,198+43.3% | $4,849-5.5% | $4,887-6.3% |