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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 | $61,655 | $73,009-15.6% | $90,760-32.1% | $68,486-10.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.85% | -13.81%-3.0pp | -12.16%-4.7pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,472 | $2,193+12.8% | $2,922-15.4% | $2,597-4.8% |
| Participant deferral / active EE | $4,389 | $3,626+21.0% | $4,565-3.9% | $4,028+9.0% |
| Admin fee / account holder | $2,700 | $5,896-54.2% | $8,444-68.0% | $5,404-50.0% |