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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 | $15,184 | $53,162-71.4% | $91,225-83.4% | $68,486-77.8% |
| Participation rate | 96.2% | 63.2%+32.9pp | 73.2%+23.0pp | 67.9%+28.3pp |
| Annual return | -15.85% | -3.14%-12.7pp | 114.12%-130.0pp | -7.85%-8.0pp |
| Employer contribution / active EE | $6,280 | $1,709+267.4% | $2,851+120.3% | $2,597+141.9% |
| Participant deferral / active EE | $9,246 | $2,974+210.9% | $4,233+118.4% | $4,028+129.6% |
| Admin fee / account holder | $3,574 | $4,493-20.5% | $5,422-34.1% | $5,404-33.9% |