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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 | $79,773 | $87,733-9.1% | $106,555-25.1% | $85,847-7.1% |
| Participation rate | 75.0% | 71.9%+3.1pp | 76.1%-1.1pp | 69.3%+5.7pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,821 | $2,073-12.1% | $2,819-35.4% | $2,565-29.0% |
| Participant deferral / active EE | $3,738 | $3,469+7.7% | $4,399-15.0% | $3,952-5.4% |
| Admin fee / account holder | $4,050 | $6,767-40.2% | $7,408-45.3% | $6,261-35.3% |