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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 | $39,432 | $42,383-7.0% | $76,518-48.5% | $64,173-38.6% |
| Participation rate | 87.1% | 58.1%+29.0pp | 68.0%+19.1pp | 69.6%+17.6pp |
| Annual return | -7.20% | -16.54%+9.3pp | -0.27%-6.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,893 | $1,563+85.1% | $2,647+9.3% | $2,381+21.5% |
| Participant deferral / active EE | $4,413 | $2,566+72.0% | $3,836+15.1% | $3,470+27.2% |
| Admin fee / account holder | $1,000 | $3,198-68.7% | $4,849-79.4% | $4,887-79.5% |