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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 | $59,483 | $71,873-17.2% | $86,698-31.4% | $68,490-13.2% |
| Participation rate | 92.6% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -12.25% | 3.54%-15.8pp | 35.96%-48.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,217 | $3,779+11.6% | $4,656-9.4% | $4,028+4.7% |
| Admin fee / account holder | $9,068 | $6,110+48.4% | $7,492+21.0% | $5,403+67.8% |