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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 | $55,375 | $59,186-6.4% | $76,768-27.9% | $56,287-1.6% |
| Participation rate | 88.4% | 75.2%+13.2pp | 77.0%+11.4pp | 69.9%+18.5pp |
| Annual return | -3.16% | 6.62%-9.8pp | 2.43%-5.6pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,656 | $1,759-5.8% | $2,485-33.4% | $2,111-21.5% |
| Participant deferral / active EE | $3,903 | $3,255+19.9% | $3,852+1.3% | $3,350+16.5% |
| Admin fee / account holder | $2,471 | $489+405.3% | $6,675-63.0% | $521+374.4% |