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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 | $28,244 | $59,819-52.8% | $79,583-64.5% | $68,490-58.8% |
| Participation rate | 80.3% | 61.1%+19.2pp | 69.5%+10.8pp | 67.9%+12.4pp |
| Annual return | -18.62% | -12.30%-6.3pp | 0.16%-18.8pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,107 | $1,505-26.5% | $2,414-54.1% | $2,597-57.4% |
| Participant deferral / active EE | $1,939 | $3,025-35.9% | $3,986-51.3% | $4,028-51.8% |
| Admin fee / account holder | $1,965 | $4,835-59.4% | $6,835-71.2% | $5,403-63.6% |