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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 | $61,493 | $110,083-44.1% | $151,628-59.4% | $68,495-10.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.82% | -10.12%-6.7pp | 3.34%-20.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,675 | $4,470-17.8% | $6,165-40.4% | $2,596+41.5% |
| Participant deferral / active EE | $4,424 | $6,526-32.2% | $8,363-47.1% | $4,028+9.8% |
| Admin fee / account holder | $8,180 | $7,718+6.0% | $11,613-29.6% | $5,403+51.4% |