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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 | $47,251 | $59,813-21.0% | $79,580-40.6% | $68,486-31.0% |
| Participation rate | 87.1% | 61.1%+26.0pp | 69.5%+17.6pp | 67.9%+19.2pp |
| Annual return | -13.91% | -12.30%-1.6pp | 0.15%-14.1pp | -7.85%-6.1pp |
| Employer contribution / active EE | $4,397 | $1,505+192.2% | $2,413+82.2% | $2,597+69.4% |
| Participant deferral / active EE | $3,492 | $3,024+15.5% | $3,985-12.4% | $4,028-13.3% |
| Admin fee / account holder | $748 | $4,835-84.5% | $6,835-89.1% | $5,404-86.2% |