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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 | $16,847 | $54,726-69.2% | $68,793-75.5% | $64,181-73.8% |
| Participation rate | 87.3% | 68.0%+19.2pp | 72.2%+15.0pp | 69.6%+17.7pp |
| Annual return | -7.64% | -1.62%-6.0pp | -4.63%-3.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,991 | $1,846+7.9% | $2,625-24.1% | $2,381-16.4% |
| Participant deferral / active EE | $2,673 | $2,626+1.8% | $3,311-19.3% | $3,470-23.0% |
| Admin fee / account holder | $571 | $4,027-85.8% | $5,131-88.9% | $4,887-88.3% |