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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 | $50,889 | $45,872+10.9% | $77,096-34.0% | $68,486-25.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -13.82% | 1.73%-15.5pp | 42.35%-56.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,634 | $1,650+59.7% | $2,814-6.4% | $2,597+1.4% |
| Participant deferral / active EE | $3,563 | $2,963+20.2% | $4,429-19.6% | $4,028-11.5% |
| Admin fee / account holder | $1,605 | $3,041-47.2% | $5,428-70.4% | $5,404-70.3% |