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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 | $34,350 | $42,383-19.0% | $76,518-55.1% | $64,173-46.5% |
| Participation rate | 76.3% | 58.1%+18.2pp | 68.0%+8.3pp | 69.6%+6.7pp |
| Annual return | -5.47% | -16.54%+11.1pp | -0.27%-5.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,684 | $1,563+7.7% | $2,647-36.4% | $2,381-29.3% |
| Participant deferral / active EE | $3,014 | $2,566+17.4% | $3,836-21.4% | $3,470-13.1% |
| Admin fee / account holder | $2,760 | $3,198-13.7% | $4,849-43.1% | $4,887-43.5% |