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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 | $56,146 | $73,839-24.0% | $143,788-61.0% | $68,495-18.0% |
| Participation rate | 88.0% | 66.7%+21.3pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | -17.93% | 1.01%-18.9pp | -0.03%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $7,108 | $3,184+123.2% | $4,952+43.5% | $2,596+173.8% |
| Participant deferral / active EE | $3,032 | $3,384-10.4% | $5,638-46.2% | $4,028-24.7% |
| Admin fee / account holder | $2,244 | $5,755-61.0% | $14,675-84.7% | $5,403-58.5% |