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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 | $58,150 | $71,878-19.1% | $86,698-32.9% | $68,486-15.1% |
| Participation rate | 80.6% | 72.2%+8.4pp | 76.6%+4.1pp | 67.9%+12.8pp |
| Annual return | -16.75% | 3.53%-20.3pp | 35.95%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,064 | $2,173-51.1% | $2,837-62.5% | $2,597-59.0% |
| Participant deferral / active EE | $2,031 | $3,779-46.3% | $4,656-56.4% | $4,028-49.6% |
| Admin fee / account holder | $22,393 | $6,113+266.3% | $7,493+198.9% | $5,404+314.4% |