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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 | $29,838 | $77,817-61.7% | $123,553-75.9% | $64,173-53.5% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -7.82% | 12.49%-20.3pp | 119.21%-127.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $4,452 | $3,014+47.7% | $4,628-3.8% | $2,381+87.0% |
| Participant deferral / active EE | $7,901 | $5,240+50.8% | $6,426+23.0% | $3,470+127.7% |
| Admin fee / account holder | $1,907 | $5,519-65.4% | $9,284-79.5% | $4,887-61.0% |