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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 | $22,008 | $45,872-52.0% | $77,081-71.4% | $68,495-67.9% |
| Participation rate | 70.3% | 55.9%+14.3pp | 67.9%+2.4pp | 67.9%+2.4pp |
| Annual return | -19.59% | 1.73%-21.3pp | 42.33%-61.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,075 | $1,650-34.8% | $2,813-61.8% | $2,596-58.6% |
| Participant deferral / active EE | $3,368 | $2,963+13.7% | $4,428-23.9% | $4,028-16.4% |
| Admin fee / account holder | $1,123 | $3,041-63.1% | $5,427-79.3% | $5,403-79.2% |