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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 | $39,307 | $58,587-32.9% | $83,322-52.8% | $64,173-38.7% |
| Participation rate | 79.5% | 72.0%+7.5pp | 77.8%+1.7pp | 69.6%+9.9pp |
| Annual return | -7.24% | 9.65%-16.9pp | 10.64%-17.9pp | 7.63%-14.9pp |
| Employer contribution / active EE | $400 | $2,098-80.9% | $3,379-88.2% | $2,381-83.2% |
| Participant deferral / active EE | $2,902 | $4,654-37.6% | $5,565-47.8% | $3,470-16.3% |
| Admin fee / account holder | $2,582 | $9,279-72.2% | $7,540-65.8% | $4,887-47.2% |