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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 | $44,287 | $73,009-39.3% | $90,760-51.2% | $68,486-35.3% |
| Participation rate | 98.5% | 70.8%+27.7pp | 75.7%+22.8pp | 67.9%+30.6pp |
| Annual return | -18.40% | -13.81%-4.6pp | -12.16%-6.2pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,996 | $2,193-9.0% | $2,922-31.7% | $2,597-23.1% |
| Participant deferral / active EE | $2,484 | $3,626-31.5% | $4,565-45.6% | $4,028-38.3% |
| Admin fee / account holder | $5,221 | $5,896-11.4% | $8,444-38.2% | $5,404-3.4% |