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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 | $75,070 | $81,870-8.3% | $119,634-37.3% | $68,490+9.6% |
| Participation rate | 98.3% | 71.9%+26.4pp | 79.3%+19.0pp | 67.9%+30.4pp |
| Annual return | -12.60% | -23.82%+11.2pp | -14.98%+2.4pp | -7.85%-4.7pp |
| Employer contribution / active EE | $1,462 | $2,692-45.7% | $4,232-65.5% | $2,597-43.7% |
| Participant deferral / active EE | $8,560 | $4,148+106.4% | $5,601+52.8% | $4,028+112.5% |
| Admin fee / account holder | $1,325 | $6,583-79.9% | $10,329-87.2% | $5,403-75.5% |