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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 | $39,952 | $73,102-45.3% | $123,552-67.7% | $56,287-29.0% |
| Participation rate | 93.7% | 74.3%+19.4pp | 82.3%+11.4pp | 69.9%+23.8pp |
| Annual return | -5.92% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,270 | $2,977-23.7% | $4,628-51.0% | $2,111+7.5% |
| Participant deferral / active EE | $6,212 | $5,423+14.6% | $6,426-3.3% | $3,350+85.5% |
| Admin fee / account holder | $2,689 | $554+385.7% | $9,285-71.0% | $521+416.2% |