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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 | $27,192 | $73,019-62.8% | $90,766-70.0% | $68,490-60.3% |
| Participation rate | 93.0% | 70.8%+22.2pp | 75.7%+17.3pp | 67.9%+25.1pp |
| Annual return | -15.03% | -13.81%-1.2pp | -12.16%-2.9pp | -7.85%-7.2pp |
| Employer contribution / active EE | $2,039 | $2,193-7.0% | $2,922-30.2% | $2,597-21.5% |
| Participant deferral / active EE | $3,394 | $3,626-6.4% | $4,565-25.6% | $4,028-15.7% |
| Admin fee / account holder | $999 | $5,897-83.1% | $8,446-88.2% | $5,403-81.5% |