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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 | $57,653 | $57,352+0.5% | $83,831-31.2% | $64,173-10.2% |
| Participation rate | 89.1% | 68.6%+20.5pp | 76.1%+12.9pp | 69.6%+19.5pp |
| Annual return | -5.05% | 11.38%-16.4pp | 850.99%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,249 | $2,546-50.9% | $3,631-65.6% | $2,381-47.5% |
| Participant deferral / active EE | $3,843 | $2,993+28.4% | $4,082-5.9% | $3,470+10.7% |
| Admin fee / account holder | $3,492 | $4,046-13.7% | $5,479-36.3% | $4,887-28.6% |