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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 | $36,085 | $48,247-25.2% | $68,815-47.6% | $68,494-47.3% |
| Participation rate | 83.0% | 60.7%+22.3pp | 69.0%+14.0pp | 67.9%+15.1pp |
| Annual return | -15.73% | -12.70%-3.0pp | -6.37%-9.4pp | -7.86%-7.9pp |
| Employer contribution / active EE | $2,370 | $1,828+29.6% | $2,656-10.8% | $2,597-8.7% |
| Participant deferral / active EE | $1,526 | $2,866-46.8% | $3,943-61.3% | $4,028-62.1% |
| Admin fee / account holder | $3,346 | $4,365-23.3% | $4,936-32.2% | $5,403-38.1% |