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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 | $26,522 | $43,730-39.4% | $121,220-78.1% | $64,173-58.7% |
| Participation rate | 96.0% | 58.3%+37.7pp | 71.8%+24.2pp | 69.6%+26.4pp |
| Annual return | -7.60% | 68.94%-76.5pp | 16.94%-24.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,098 | $1,297-15.3% | $4,023-72.7% | $2,381-53.9% |
| Participant deferral / active EE | $3,305 | $2,281+44.9% | $3,345-1.2% | $3,470-4.8% |
| Admin fee / account holder | $1,100 | $3,502-68.6% | $5,021-78.1% | $4,887-77.5% |