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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 | $60,319 | $71,872-16.1% | $86,691-30.4% | $68,495-11.9% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -18.70% | 3.53%-22.2pp | 35.94%-54.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $971 | $2,173-55.3% | $2,837-65.8% | $2,596-62.6% |
| Participant deferral / active EE | $2,364 | $3,779-37.4% | $4,656-49.2% | $4,028-41.3% |
| Admin fee / account holder | $4,371 | $6,112-28.5% | $7,492-41.7% | $5,403-19.1% |