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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 | $49,663 | $62,589-20.7% | $76,768-35.3% | $64,173-22.6% |
| Participation rate | 90.0% | 72.8%+17.2pp | 77.0%+13.0pp | 69.6%+20.4pp |
| Annual return | -7.03% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,594 | $1,832-13.0% | $2,485-35.9% | $2,381-33.0% |
| Participant deferral / active EE | $3,844 | $3,145+22.2% | $3,852-0.2% | $3,470+10.8% |
| Admin fee / account holder | $3,766 | $4,667-19.3% | $6,675-43.6% | $4,887-23.0% |