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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 | $43,391 | $64,729-33.0% | $112,263-61.3% | $68,490-36.6% |
| Participation rate | 96.4% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.5pp |
| Annual return | -14.90% | -11.40%-3.5pp | 27.49%-42.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $4,743 | $2,746+72.7% | $3,636+30.4% | $2,597+82.6% |
| Participant deferral / active EE | $8,454 | $3,566+137.1% | $4,729+78.8% | $4,028+109.9% |
| Admin fee / account holder | $12,201 | $5,222+133.7% | $6,410+90.3% | $5,403+125.8% |