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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 | $63,204 | $110,083-42.6% | $151,639-58.3% | $68,486-7.7% |
| Participation rate | 96.2% | 84.0%+12.2pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | -17.80% | -10.12%-7.7pp | 3.34%-21.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $3,646 | $4,470-18.4% | $6,165-40.9% | $2,597+40.4% |
| Participant deferral / active EE | $8,384 | $6,526+28.5% | $8,363+0.2% | $4,028+108.2% |
| Admin fee / account holder | $328 | $7,718-95.8% | $11,613-97.2% | $5,404-93.9% |