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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 | $36,245 | $113,941-68.2% | $94,229-61.5% | $125,389-71.1% |
| Participation rate | 94.4% | 82.9%+11.6pp | 78.8%+15.7pp | 83.2%+11.3pp |
| Annual return | -2.47% | 5.29%-7.8pp | 10.68%-13.2pp | 282.24%-284.7pp |
| Employer contribution / active EE | $9,508 | $4,727+101.1% | $3,587+165.1% | $4,866+95.4% |
| Participant deferral / active EE | $3,471 | $5,179-33.0% | $4,320-19.7% | $5,352-35.1% |
| Admin fee / account holder | $1,525 | $8,392-81.8% | $6,269-75.7% | $9,541-84.0% |