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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 | $37,311 | $54,162-31.1% | $68,612-45.6% | $64,173-41.9% |
| Participation rate | 89.3% | 68.1%+21.2pp | 72.2%+17.0pp | 69.6%+19.7pp |
| Annual return | -6.81% | -1.62%-5.2pp | -4.63%-2.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,083 | $1,846-41.4% | $2,625-58.8% | $2,381-54.5% |
| Participant deferral / active EE | $2,573 | $2,626-2.0% | $3,311-22.3% | $3,470-25.9% |
| Admin fee / account holder | $2,612 | $4,029-35.2% | $5,131-49.1% | $4,887-46.6% |