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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 | $49,856 | $73,839-32.5% | $143,788-65.3% | $68,495-27.2% |
| Participation rate | 97.2% | 66.7%+30.6pp | 80.3%+16.9pp | 67.9%+29.3pp |
| Annual return | -8.09% | 1.01%-9.1pp | -0.03%-8.1pp | -7.84%-0.2pp |
| Employer contribution / active EE | $4,816 | $3,184+51.3% | $4,952-2.7% | $2,596+85.5% |
| Participant deferral / active EE | $3,610 | $3,384+6.7% | $5,638-36.0% | $4,028-10.4% |
| Admin fee / account holder | $2,185 | $5,755-62.0% | $14,675-85.1% | $5,403-59.6% |