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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 | $38,479 | $77,816-50.6% | $123,549-68.9% | $64,181-40.0% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.3pp |
| Annual return | -3.39% | 12.49%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,763 | $5,240+10.0% | $6,426-10.3% | $3,470+66.1% |
| Admin fee / account holder | $1,778 | $5,519-67.8% | $9,284-80.9% | $4,887-63.6% |