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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 | $69,429 | $71,872-3.4% | $86,691-19.9% | $68,495+1.4% |
| Participation rate | 73.1% | 72.2%+0.8pp | 76.6%-3.5pp | 67.9%+5.2pp |
| Annual return | -12.84% | 3.53%-16.4pp | 35.94%-48.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,370 | $2,173-36.9% | $2,837-51.7% | $2,596-47.2% |
| Participant deferral / active EE | $3,413 | $3,779-9.7% | $4,656-26.7% | $4,028-15.3% |
| Admin fee / account holder | $22,979 | $6,112+276.0% | $7,492+206.7% | $5,403+325.3% |