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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 | $59,404 | $73,863-19.6% | $143,797-58.7% | $68,490-13.3% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -16.83% | 0.91%-17.7pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,594 | $3,185-50.0% | $4,952-67.8% | $2,597-38.6% |
| Participant deferral / active EE | $5,053 | $3,385+49.3% | $5,638-10.4% | $4,028+25.5% |
| Admin fee / account holder | $1,214 | $5,756-78.9% | $14,679-91.7% | $5,403-77.5% |