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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 | $31,886 | $71,878-55.6% | $86,698-63.2% | $68,486-53.4% |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.6%+21.5pp | 67.9%+30.1pp |
| Annual return | -7.66% | 3.53%-11.2pp | 35.95%-43.6pp | -7.85%+0.2pp |
| Employer contribution / active EE | $3,672 | $2,173+69.0% | $2,837+29.4% | $2,597+41.4% |
| Participant deferral / active EE | $3,121 | $3,779-17.4% | $4,656-33.0% | $4,028-22.5% |
| Admin fee / account holder | $512 | $6,113-91.6% | $7,493-93.2% | $5,404-90.5% |