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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 | $47,888 | $71,873-33.4% | $86,698-44.8% | $68,490-30.1% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -16.80% | 3.54%-20.3pp | 35.96%-52.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,089 | $2,173-3.9% | $2,837-26.3% | $2,597-19.5% |
| Participant deferral / active EE | $4,453 | $3,779+17.8% | $4,656-4.4% | $4,028+10.5% |
| Admin fee / account holder | $2,784 | $6,110-54.4% | $7,492-62.8% | $5,403-48.5% |