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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 | $49,433 | $64,719-23.6% | $112,249-56.0% | $68,486-27.8% |
| Participation rate | 74.1% | 67.2%+6.9pp | 75.1%-1.0pp | 67.9%+6.2pp |
| Annual return | -17.16% | -11.40%-5.8pp | 27.48%-44.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $3,266 | $2,747+18.9% | $3,636-10.2% | $2,597+25.8% |
| Participant deferral / active EE | $3,210 | $3,565-10.0% | $4,729-32.1% | $4,028-20.3% |
| Admin fee / account holder | $2,332 | $5,232-55.4% | $6,412-63.6% | $5,404-56.8% |