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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 | $53,258 | $64,729-17.7% | $112,263-52.6% | $68,490-22.2% |
| Participation rate | 98.4% | 67.2%+31.3pp | 75.1%+23.4pp | 67.9%+30.5pp |
| Annual return | -16.10% | -11.40%-4.7pp | 27.49%-43.6pp | -7.85%-8.2pp |
| Employer contribution / active EE | $3,204 | $2,746+16.7% | $3,636-11.9% | $2,597+23.4% |
| Participant deferral / active EE | $4,314 | $3,566+21.0% | $4,729-8.8% | $4,028+7.1% |
| Admin fee / account holder | $5,854 | $5,222+12.1% | $6,410-8.7% | $5,403+8.3% |