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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 | $37,029 | $42,383-12.6% | $76,518-51.6% | $64,173-42.3% |
| Participation rate | 98.1% | 58.1%+40.0pp | 68.0%+30.1pp | 69.6%+28.6pp |
| Annual return | -4.39% | -16.54%+12.1pp | -0.27%-4.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,372 | $1,563+51.7% | $2,647-10.4% | $2,381-0.4% |
| Participant deferral / active EE | $3,983 | $2,566+55.2% | $3,836+3.9% | $3,470+14.8% |
| Admin fee / account holder | $545 | $3,198-82.9% | $4,849-88.8% | $4,887-88.8% |