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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 | $44,611 | $48,267-7.6% | $68,808-35.2% | $68,486-34.9% |
| Participation rate | 97.0% | 60.7%+36.3pp | 69.0%+28.0pp | 67.9%+29.1pp |
| Annual return | -18.24% | -12.70%-5.5pp | -6.37%-11.9pp | -7.85%-10.4pp |
| Employer contribution / active EE | $858 | $1,829-53.1% | $2,656-67.7% | $2,597-67.0% |
| Participant deferral / active EE | $5,925 | $2,867+106.7% | $3,942+50.3% | $4,028+47.1% |
| Admin fee / account holder | $1,664 | $4,362-61.8% | $4,936-66.3% | $5,404-69.2% |