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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 | $37,886 | $48,235-21.5% | $68,803-44.9% | $68,490-44.7% |
| Participation rate | 85.9% | 60.7%+25.2pp | 69.0%+16.9pp | 67.9%+18.0pp |
| Annual return | -14.26% | -12.70%-1.6pp | -6.37%-7.9pp | -7.85%-6.4pp |
| Employer contribution / active EE | $744 | $1,829-59.3% | $2,656-72.0% | $2,597-71.4% |
| Participant deferral / active EE | $4,032 | $2,867+40.7% | $3,942+2.3% | $4,028+0.1% |
| Admin fee / account holder | $1,544 | $4,361-64.6% | $4,936-68.7% | $5,403-71.4% |