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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 | $64,604 | $71,873-10.1% | $86,698-25.5% | $68,490-5.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.15% | 3.54%-20.7pp | 35.96%-53.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $3,411 | $2,173+56.9% | $2,837+20.2% | $2,597+31.3% |
| Participant deferral / active EE | $5,957 | $3,779+57.6% | $4,656+27.9% | $4,028+47.9% |
| Admin fee / account holder | $7,344 | $6,110+20.2% | $7,492-2.0% | $5,403+35.9% |