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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 | $35,735 | $110,083-67.5% | $151,639-76.4% | $68,486-47.8% |
| Participation rate | 86.8% | 84.0%+2.8pp | 87.5%-0.7pp | 67.9%+18.9pp |
| Annual return | -14.53% | -10.12%-4.4pp | 3.34%-17.9pp | -7.85%-6.7pp |
| Employer contribution / active EE | $5,426 | $4,470+21.4% | $6,165-12.0% | $2,597+109.0% |
| Participant deferral / active EE | $4,091 | $6,526-37.3% | $8,363-51.1% | $4,028+1.6% |
| Admin fee / account holder | $2,839 | $7,718-63.2% | $11,613-75.6% | $5,404-47.5% |