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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 | $66,020 | $71,878-8.2% | $86,698-23.9% | $68,486-3.6% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -9.82% | 3.53%-13.4pp | 35.95%-45.8pp | -7.85%-2.0pp |
| Employer contribution / active EE | $2,152 | $2,173-1.0% | $2,837-24.1% | $2,597-17.1% |
| Participant deferral / active EE | $3,728 | $3,779-1.4% | $4,656-19.9% | $4,028-7.4% |
| Admin fee / account holder | $5,417 | $6,113-11.4% | $7,493-27.7% | $5,404+0.2% |