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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 | $52,267 | $64,716-19.2% | $112,258-53.4% | $68,495-23.7% |
| Participation rate | 97.2% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.3pp |
| Annual return | -10.18% | -11.40%+1.2pp | 27.47%-37.7pp | -7.84%-2.3pp |
| Employer contribution / active EE | $1,200 | $2,746-56.3% | $3,636-67.0% | $2,596-53.8% |
| Participant deferral / active EE | $9,113 | $3,565+155.6% | $4,728+92.7% | $4,028+126.3% |
| Admin fee / account holder | $5,016 | $5,232-4.1% | $6,411-21.8% | $5,403-7.2% |