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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 | $33,782 | $42,383-20.3% | $76,518-55.9% | $64,173-47.4% |
| Participation rate | 91.9% | 58.1%+33.7pp | 68.0%+23.9pp | 69.6%+22.3pp |
| Annual return | -5.50% | -16.54%+11.0pp | -0.27%-5.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $6,268 | $1,563+300.9% | $2,647+136.8% | $2,381+163.3% |
| Participant deferral / active EE | $3,452 | $2,566+34.5% | $3,836-10.0% | $3,470-0.5% |
| Admin fee / account holder | $9,226 | $3,198+188.5% | $4,849+90.3% | $4,887+88.8% |