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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 | $34,232 | $54,162-36.8% | $68,612-50.1% | $64,173-46.7% |
| Participation rate | 89.6% | 68.1%+21.6pp | 72.2%+17.4pp | 69.6%+20.0pp |
| Annual return | -7.14% | -1.62%-5.5pp | -4.63%-2.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,927 | $1,846+4.4% | $2,625-26.6% | $2,381-19.1% |
| Participant deferral / active EE | $2,587 | $2,626-1.5% | $3,311-21.9% | $3,470-25.4% |
| Admin fee / account holder | $2,160 | $4,029-46.4% | $5,131-57.9% | $4,887-55.8% |