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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 | $53,732 | $64,719-17.0% | $112,249-52.1% | $68,486-21.5% |
| Participation rate | 94.4% | 67.2%+27.3pp | 75.1%+19.4pp | 67.9%+26.6pp |
| Annual return | -15.13% | -11.40%-3.7pp | 27.48%-42.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,804 | $2,747-34.3% | $3,636-50.4% | $2,597-30.5% |
| Participant deferral / active EE | $4,781 | $3,565+34.1% | $4,729+1.1% | $4,028+18.7% |
| Admin fee / account holder | $5,002 | $5,232-4.4% | $6,412-22.0% | $5,404-7.4% |