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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 | $15,601 | $53,546-70.9% | $69,884-77.7% | $68,486-77.2% |
| Participation rate | 79.5% | 64.5%+15.0pp | 70.5%+9.0pp | 67.9%+11.6pp |
| Annual return | -18.84% | -13.87%-5.0pp | 190.81%-209.7pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,908 | $2,019-5.5% | $2,560-25.5% | $2,597-26.5% |
| Participant deferral / active EE | $2,760 | $2,957-6.7% | $3,848-28.3% | $4,028-31.5% |
| Admin fee / account holder | $2,821 | $4,693-39.9% | $6,266-55.0% | $5,404-47.8% |