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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 | $46,210 | $113,941-59.4% | $94,229-51.0% | $125,389-63.1% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -3.42% | 5.29%-8.7pp | 10.68%-14.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $3,495 | $4,727-26.1% | $3,587-2.5% | $4,866-28.2% |
| Participant deferral / active EE | $13,262 | $5,179+156.1% | $4,320+207.0% | $5,352+147.8% |
| Admin fee / account holder | $3,969 | $8,392-52.7% | $6,269-36.7% | $9,541-58.4% |