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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 | $16,304 | $87,546-81.4% | $75,784-78.5% | $125,389-87.0% |
| Participation rate | 93.3% | 80.2%+13.2pp | 75.8%+17.5pp | 83.2%+10.1pp |
| Annual return | -0.48% | 13.49%-14.0pp | 9.68%-10.2pp | 282.24%-282.7pp |
| Employer contribution / active EE | $959 | $3,930-75.6% | $3,323-71.2% | $4,866-80.3% |
| Participant deferral / active EE | $2,726 | $4,230-35.5% | $3,652-25.4% | $5,352-49.1% |
| Admin fee / account holder | $8,078 | $6,503+24.2% | $5,300+52.4% | $9,541-15.3% |