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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 | $63,389 | $71,878-11.8% | $86,698-26.9% | $68,486-7.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.88% | 3.53%-21.4pp | 35.95%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $5,053 | $2,173+132.5% | $2,837+78.1% | $2,597+94.6% |
| Participant deferral / active EE | $4,087 | $3,779+8.2% | $4,656-12.2% | $4,028+1.5% |
| Admin fee / account holder | $3,902 | $6,113-36.2% | $7,493-47.9% | $5,404-27.8% |