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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 | $34,273 | $77,817-56.0% | $123,553-72.3% | $64,173-46.6% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -6.96% | 12.49%-19.4pp | 119.21%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,775 | $3,014-41.1% | $4,628-61.7% | $2,381-25.5% |
| Participant deferral / active EE | $3,402 | $5,240-35.1% | $6,426-47.1% | $3,470-1.9% |
| Admin fee / account holder | $1,689 | $5,519-69.4% | $9,284-81.8% | $4,887-65.4% |