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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 | $52,535 | $69,012-23.9% | $160,009-67.2% | $68,486-23.3% |
| Participation rate | 88.5% | 65.4%+23.0pp | 78.0%+10.5pp | 67.9%+20.6pp |
| Annual return | -15.74% | -9.65%-6.1pp | 408.85%-424.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,508 | $2,212-31.9% | $4,225-64.3% | $2,597-41.9% |
| Participant deferral / active EE | $4,618 | $4,212+9.7% | $6,183-25.3% | $4,028+14.7% |
| Admin fee / account holder | $3,944 | $4,798-17.8% | $8,715-54.7% | $5,404-27.0% |