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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 | $34,842 | $54,229-35.7% | $70,093-50.3% | $68,498-49.1% |
| Participation rate | 92.7% | 64.5%+28.2pp | 70.5%+22.3pp | 67.9%+24.8pp |
| Annual return | -15.78% | -13.87%-1.9pp | 190.73%-206.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,747 | $2,018+36.1% | $2,560+7.3% | $2,596+5.8% |
| Participant deferral / active EE | $3,862 | $2,956+30.7% | $3,849+0.3% | $4,027-4.1% |
| Admin fee / account holder | $3,870 | $4,694-17.6% | $6,267-38.3% | $5,403-28.4% |