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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 | $22,894 | $64,719-64.6% | $112,249-79.6% | $68,486-66.6% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.1%+20.9pp | 67.9%+28.1pp |
| Annual return | -13.70% | -11.40%-2.3pp | 27.48%-41.2pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,994 | $2,747-27.4% | $3,636-45.2% | $2,597-23.2% |
| Participant deferral / active EE | $4,389 | $3,565+23.1% | $4,729-7.2% | $4,028+9.0% |
| Admin fee / account holder | $1,952 | $5,232-62.7% | $6,412-69.6% | $5,404-63.9% |