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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 | $55,244 | $56,484-2.2% | $169,452-67.4% | $64,173-13.9% |
| Participation rate | 94.7% | 64.5%+30.2pp | 77.8%+17.0pp | 69.6%+25.2pp |
| Annual return | -3.11% | -1.55%-1.6pp | 1.83%-4.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,184 | $1,832-35.4% | $4,157-71.5% | $2,381-50.3% |
| Participant deferral / active EE | $5,502 | $3,448+59.6% | $5,277+4.3% | $3,470+58.6% |
| Admin fee / account holder | $20,943 | $4,174+401.7% | $9,110+129.9% | $4,887+328.5% |