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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 | $35,819 | $56,484-36.6% | $169,452-78.9% | $64,173-44.2% |
| Participation rate | 91.8% | 64.5%+27.3pp | 77.8%+14.1pp | 69.6%+22.3pp |
| Annual return | -3.23% | -1.55%-1.7pp | 1.83%-5.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,913 | $1,832+58.9% | $4,157-29.9% | $2,381+22.3% |
| Participant deferral / active EE | $1,416 | $3,448-58.9% | $5,277-73.2% | $3,470-59.2% |
| Admin fee / account holder | $1,468 | $4,174-64.8% | $9,110-83.9% | $4,887-70.0% |