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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 | $50,004 | $48,235+3.7% | $68,803-27.3% | $68,490-27.0% |
| Participation rate | 76.3% | 60.7%+15.6pp | 69.0%+7.3pp | 67.9%+8.4pp |
| Annual return | -15.81% | -12.70%-3.1pp | -6.37%-9.4pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,040 | $1,829-43.1% | $2,656-60.8% | $2,597-59.9% |
| Participant deferral / active EE | $2,169 | $2,867-24.3% | $3,942-45.0% | $4,028-46.1% |
| Admin fee / account holder | $13,005 | $4,361+198.2% | $4,936+163.5% | $5,403+140.7% |