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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 | $54,864 | $46,697+17.5% | $117,529-53.3% | $68,490-19.9% |
| Participation rate | 78.8% | 56.8%+22.0pp | 70.6%+8.2pp | 67.9%+10.9pp |
| Annual return | -18.59% | -14.52%-4.1pp | 29.77%-48.4pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $936 | $2,637-64.5% | $4,072-77.0% | $4,028-76.8% |
| Admin fee / account holder | $3,261 | $4,023-18.9% | $5,645-42.2% | $5,403-39.7% |