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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 | $44,443 | $61,660-27.9% | $80,022-44.5% | $64,173-30.7% |
| Participation rate | 89.7% | 71.7%+18.0pp | 75.8%+13.8pp | 69.6%+20.1pp |
| Annual return | -3.61% | -0.33%-3.3pp | 11.22%-14.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,786 | $1,810+109.1% | $2,468+53.4% | $2,381+59.0% |
| Participant deferral / active EE | $4,698 | $2,968+58.3% | $3,686+27.5% | $3,470+35.4% |
| Admin fee / account holder | $1,457 | $5,417-73.1% | $6,521-77.7% | $4,887-70.2% |