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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 | $39,780 | $73,009-45.5% | $90,760-56.2% | $68,486-41.9% |
| Participation rate | 78.5% | 70.8%+7.7pp | 75.7%+2.8pp | 67.9%+10.6pp |
| Annual return | -17.10% | -13.81%-3.3pp | -12.16%-4.9pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,449 | $2,193-33.9% | $2,922-50.4% | $2,597-44.2% |
| Participant deferral / active EE | $3,827 | $3,626+5.6% | $4,565-16.2% | $4,028-5.0% |
| Admin fee / account holder | $2,043 | $5,896-65.3% | $8,444-75.8% | $5,404-62.2% |