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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 | $67,057 | $71,878-6.7% | $86,698-22.7% | $68,486-2.1% |
| Participation rate | 83.1% | 72.2%+10.9pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | -8.24% | 3.53%-11.8pp | 35.95%-44.2pp | -7.85%-0.4pp |
| Employer contribution / active EE | $1,861 | $2,173-14.3% | $2,837-34.4% | $2,597-28.3% |
| Participant deferral / active EE | $3,244 | $3,779-14.2% | $4,656-30.3% | $4,028-19.5% |
| Admin fee / account holder | $6,218 | $6,113+1.7% | $7,493-17.0% | $5,404+15.1% |