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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 | $26,423 | $59,813-55.8% | $79,580-66.8% | $68,486-61.4% |
| Participation rate | 88.6% | 61.1%+27.6pp | 69.5%+19.1pp | 67.9%+20.7pp |
| Annual return | -15.47% | -12.30%-3.2pp | 0.15%-15.6pp | -7.85%-7.6pp |
| Employer contribution / active EE | $489 | $1,505-67.5% | $2,413-79.7% | $2,597-81.2% |
| Participant deferral / active EE | $2,808 | $3,024-7.2% | $3,985-29.5% | $4,028-30.3% |
| Admin fee / account holder | $1,832 | $4,835-62.1% | $6,835-73.2% | $5,404-66.1% |