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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 | $31,341 | $62,583-49.9% | $76,767-59.2% | $64,173-51.2% |
| Participation rate | 96.1% | 72.8%+23.3pp | 77.0%+19.1pp | 69.6%+26.5pp |
| Annual return | -3.17% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,305 | $1,832+25.8% | $2,485-7.2% | $2,381-3.2% |
| Participant deferral / active EE | $4,695 | $3,145+49.3% | $3,852+21.9% | $3,470+35.3% |
| Admin fee / account holder | $9,226 | $4,667+97.7% | $6,675+38.2% | $4,887+88.8% |