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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 | $37,217 | $81,870-54.5% | $119,622-68.9% | $68,486-45.7% |
| Participation rate | 97.0% | 71.9%+25.1pp | 79.3%+17.7pp | 67.9%+29.1pp |
| Annual return | -15.34% | -23.82%+8.5pp | -14.98%-0.4pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,914 | $2,692-28.9% | $4,232-54.8% | $2,597-26.3% |
| Participant deferral / active EE | $2,822 | $4,148-32.0% | $5,601-49.6% | $4,028-29.9% |
| Admin fee / account holder | $2,599 | $6,583-60.5% | $10,328-74.8% | $5,404-51.9% |