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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 | $65,773 | $73,839-10.9% | $143,788-54.3% | $68,495-4.0% |
| Participation rate | 72.9% | 66.7%+6.3pp | 80.3%-7.4pp | 67.9%+5.0pp |
| Annual return | -14.20% | 1.01%-15.2pp | -0.03%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,785 | $3,184-43.9% | $4,952-63.9% | $2,596-31.2% |
| Participant deferral / active EE | $4,467 | $3,384+32.0% | $5,638-20.8% | $4,028+10.9% |
| Admin fee / account holder | $12,120 | $5,755+110.6% | $14,675-17.4% | $5,403+124.3% |