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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 | $27,149 | $50,947-46.7% | $74,549-63.6% | $64,173-57.7% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.1%+1.4pp | 69.6%+1.0pp |
| Annual return | -7.48% | -1.85%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,832 | $1,115+64.2% | $1,961-6.6% | $2,381-23.1% |
| Participant deferral / active EE | $2,714 | $2,302+17.9% | $3,108-12.7% | $3,470-21.8% |
| Admin fee / account holder | $4,309 | $4,221+2.1% | $5,059-14.8% | $4,887-11.8% |