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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 | $50,782 | $83,908-39.5% | $68,509-25.9% | $125,389-59.5% |
| Participation rate | 91.3% | 78.2%+13.1pp | 74.7%+16.6pp | 83.2%+8.1pp |
| Annual return | -2.50% | 14.48%-17.0pp | 8.27%-10.8pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,347 | $3,031-55.5% | $2,278-40.8% | $4,866-72.3% |
| Participant deferral / active EE | $3,688 | $4,125-10.6% | $3,382+9.0% | $5,352-31.1% |
| Admin fee / account holder | $1,207 | $8,982-86.6% | $5,275-77.1% | $9,541-87.4% |