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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 | $32,387 | $45,872-29.4% | $77,100-58.0% | $68,490-52.7% |
| Participation rate | 97.0% | 55.9%+41.0pp | 67.9%+29.0pp | 67.9%+29.1pp |
| Annual return | -8.39% | 1.73%-10.1pp | 42.35%-50.7pp | -7.85%-0.5pp |
| Employer contribution / active EE | $3,253 | $1,650+97.2% | $2,815+15.6% | $2,597+25.3% |
| Participant deferral / active EE | $8,842 | $2,963+198.4% | $4,430+99.6% | $4,028+119.5% |
| Admin fee / account holder | $863 | $3,041-71.6% | $5,443-84.1% | $5,403-84.0% |