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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 | $43,995 | $77,817-43.5% | $123,553-64.4% | $64,173-31.4% |
| Participation rate | 82.5% | 74.7%+7.8pp | 82.3%+0.2pp | 69.6%+12.9pp |
| Annual return | -4.21% | 12.49%-16.7pp | 119.21%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,918 | $3,014+63.2% | $4,628+6.3% | $2,381+106.6% |
| Participant deferral / active EE | $4,604 | $5,240-12.1% | $6,426-28.3% | $3,470+32.7% |
| Admin fee / account holder | $1,447 | $5,519-73.8% | $9,284-84.4% | $4,887-70.4% |