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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 | $47,844 | $71,878-33.4% | $86,698-44.8% | $68,486-30.1% |
| Participation rate | 90.5% | 72.2%+18.2pp | 76.6%+13.9pp | 67.9%+22.6pp |
| Annual return | -18.70% | 3.53%-22.2pp | 35.95%-54.7pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,610 | $2,173-25.9% | $2,837-43.3% | $2,597-38.0% |
| Participant deferral / active EE | $4,264 | $3,779+12.8% | $4,656-8.4% | $4,028+5.9% |
| Admin fee / account holder | $3,556 | $6,113-41.8% | $7,493-52.5% | $5,404-34.2% |