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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 | $54,684 | $73,839-25.9% | $143,788-62.0% | $68,495-20.2% |
| Participation rate | 96.4% | 66.7%+29.8pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -12.87% | 1.01%-13.9pp | -0.03%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $4,991 | $3,184+56.8% | $4,952+0.8% | $2,596+92.2% |
| Participant deferral / active EE | $2,715 | $3,384-19.8% | $5,638-51.9% | $4,028-32.6% |
| Admin fee / account holder | $925 | $5,755-83.9% | $14,675-93.7% | $5,403-82.9% |