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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 | $40,021 | $25,979+54.1% | $71,778-44.2% | $68,490-41.6% |
| Participation rate | 73.0% | 54.5%+18.5pp | 62.3%+10.6pp | 67.9%+5.1pp |
| Annual return | -7.31% | -15.10%+7.8pp | 9.15%-16.5pp | -7.85%+0.5pp |
| Employer contribution / active EE | $3,657 | $900+306.1% | $1,704+114.6% | $2,597+40.8% |
| Participant deferral / active EE | $5,342 | $1,522+250.9% | $2,656+101.1% | $4,028+32.6% |
| Admin fee / account holder | $3,827 | $2,022+89.3% | $3,974-3.7% | $5,403-29.2% |