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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 | $35,610 | $62,583-43.1% | $76,767-53.6% | $64,173-44.5% |
| Participation rate | 73.1% | 72.8%+0.3pp | 77.0%-3.9pp | 69.6%+3.5pp |
| Annual return | -5.58% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,785 | $3,145-11.4% | $3,852-27.7% | $3,470-19.7% |
| Admin fee / account holder | $1,268 | $4,667-72.8% | $6,675-81.0% | $4,887-74.1% |