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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 | $33,522 | $62,583-46.4% | $76,767-56.3% | $64,173-47.8% |
| Participation rate | 89.7% | 72.8%+16.9pp | 77.0%+12.7pp | 69.6%+20.1pp |
| Annual return | -5.84% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,979 | $1,832+8.0% | $2,485-20.4% | $2,381-16.9% |
| Participant deferral / active EE | $3,303 | $3,145+5.0% | $3,852-14.2% | $3,470-4.8% |
| Admin fee / account holder | $1,197 | $4,667-74.3% | $6,675-82.1% | $4,887-75.5% |