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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 | $44,157 | $64,719-31.8% | $112,249-60.7% | $68,486-35.5% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -15.67% | -11.40%-4.3pp | 27.48%-43.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $4,893 | $2,747+78.1% | $3,636+34.6% | $2,597+88.4% |
| Participant deferral / active EE | $7,069 | $3,565+98.3% | $4,729+49.5% | $4,028+75.5% |
| Admin fee / account holder | $3,784 | $5,232-27.7% | $6,412-41.0% | $5,404-30.0% |