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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 | $42,931 | $71,878-40.3% | $86,698-50.5% | $68,486-37.3% |
| Participation rate | 88.6% | 72.2%+16.3pp | 76.6%+12.0pp | 67.9%+20.7pp |
| Annual return | -15.94% | 3.53%-19.5pp | 35.95%-51.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,809 | $2,173-16.8% | $2,837-36.2% | $2,597-30.3% |
| Participant deferral / active EE | $2,496 | $3,779-33.9% | $4,656-46.4% | $4,028-38.0% |
| Admin fee / account holder | $976 | $6,113-84.0% | $7,493-87.0% | $5,404-81.9% |