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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 | $58,709 | $71,891-18.3% | $86,690-32.3% | $68,498-14.3% |
| Participation rate | 87.9% | 72.2%+15.6pp | 76.6%+11.3pp | 67.9%+20.0pp |
| Annual return | -18.00% | 3.53%-21.5pp | 35.93%-53.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,410 | $2,173-35.1% | $2,837-50.3% | $2,596-45.7% |
| Participant deferral / active EE | $3,679 | $3,779-2.6% | $4,656-21.0% | $4,027-8.6% |
| Admin fee / account holder | $3,083 | $6,112-49.6% | $7,490-58.8% | $5,403-42.9% |