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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 | $47,303 | $77,817-39.2% | $123,553-61.7% | $64,173-26.3% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -6.56% | 12.49%-19.0pp | 119.21%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,124 | $3,014-29.5% | $4,628-54.1% | $2,381-10.8% |
| Participant deferral / active EE | $8,497 | $5,240+62.2% | $6,426+32.2% | $3,470+144.9% |
| Admin fee / account holder | $3,628 | $5,519-34.3% | $9,284-60.9% | $4,887-25.8% |