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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 | $48,143 | $62,583-23.1% | $76,767-37.3% | $64,173-25.0% |
| Participation rate | 90.0% | 72.8%+17.2pp | 77.0%+13.0pp | 69.6%+20.4pp |
| Annual return | -4.13% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,361 | $1,832+138.0% | $2,485+75.5% | $2,381+83.2% |
| Participant deferral / active EE | $2,172 | $3,145-30.9% | $3,852-43.6% | $3,470-37.4% |
| Admin fee / account holder | $13,950 | $4,667+198.9% | $6,675+109.0% | $4,887+185.4% |