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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 | $47,863 | $77,817-38.5% | $123,553-61.3% | $64,173-25.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.67% | 12.49%-20.2pp | 119.21%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,224 | $3,014+7.0% | $4,628-30.3% | $2,381+35.4% |
| Participant deferral / active EE | $4,385 | $5,240-16.3% | $6,426-31.8% | $3,470+26.4% |
| Admin fee / account holder | $1,714 | $5,519-69.0% | $9,284-81.5% | $4,887-64.9% |