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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 | $61,672 | $53,162+16.0% | $91,225-32.4% | $68,486-9.9% |
| Participation rate | 72.3% | 63.2%+9.1pp | 73.2%-0.9pp | 67.9%+4.4pp |
| Annual return | -14.62% | -3.14%-11.5pp | 114.12%-128.7pp | -7.85%-6.8pp |
| Employer contribution / active EE | $754 | $1,709-55.9% | $2,851-73.6% | $2,597-71.0% |
| Participant deferral / active EE | $2,278 | $2,974-23.4% | $4,233-46.2% | $4,028-43.4% |
| Admin fee / account holder | $4,014 | $4,493-10.7% | $5,422-26.0% | $5,404-25.7% |