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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 | $33,046 | $81,870-59.6% | $119,608-72.4% | $68,495-51.8% |
| Participation rate | 97.1% | 71.9%+25.2pp | 79.3%+17.8pp | 67.9%+29.2pp |
| Annual return | -17.86% | -23.82%+6.0pp | -14.98%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,253 | $2,692+58.0% | $4,232+0.5% | $2,596+63.8% |
| Participant deferral / active EE | $4,530 | $4,148+9.2% | $5,601-19.1% | $4,028+12.5% |
| Admin fee / account holder | $2,486 | $6,583-62.2% | $10,326-75.9% | $5,403-54.0% |