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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 | $51,215 | $65,083-21.3% | $143,788-64.4% | $66,930-23.5% |
| Participation rate | 98.1% | 65.2%+32.9pp | 80.3%+17.7pp | 69.8%+28.2pp |
| Annual return | -17.70% | -11.13%-6.6pp | -0.03%-17.7pp | 1.57%-19.3pp |
| Employer contribution / active EE | $2,600 | $2,361+10.1% | $4,952-47.5% | $2,545+2.1% |
| Participant deferral / active EE | $4,881 | $2,920+67.2% | $5,638-13.4% | $4,238+15.2% |
| Admin fee / account holder | $1,319 | $502+162.7% | $14,675-91.0% | $593+122.3% |