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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 | $62,634 | $71,878-12.9% | $86,698-27.8% | $68,486-8.5% |
| Participation rate | 93.9% | 72.2%+21.6pp | 76.6%+17.3pp | 67.9%+26.0pp |
| Annual return | -16.01% | 3.53%-19.5pp | 35.95%-52.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,514 | $2,173-30.3% | $2,837-46.6% | $2,597-41.7% |
| Participant deferral / active EE | $5,297 | $3,779+40.2% | $4,656+13.8% | $4,028+31.5% |
| Admin fee / account holder | $15,444 | $6,113+152.7% | $7,493+106.1% | $5,404+185.8% |