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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 | $34,035 | $62,589-45.6% | $76,768-55.7% | $64,173-47.0% |
| Participation rate | 80.4% | 72.8%+7.5pp | 77.0%+3.4pp | 69.6%+10.8pp |
| Annual return | -4.81% | -1.95%-2.9pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,683 | $1,832-8.1% | $2,485-32.3% | $2,381-29.3% |
| Participant deferral / active EE | $3,268 | $3,145+3.9% | $3,852-15.1% | $3,470-5.8% |
| Admin fee / account holder | $3,012 | $4,667-35.5% | $6,675-54.9% | $4,887-38.4% |