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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 | $29,963 | $81,870-63.4% | $119,622-75.0% | $68,486-56.2% |
| Participation rate | 82.3% | 71.9%+10.4pp | 79.3%+3.0pp | 67.9%+14.4pp |
| Annual return | -17.53% | -23.82%+6.3pp | -14.98%-2.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,155 | $2,692-19.9% | $4,232-49.1% | $2,597-17.0% |
| Participant deferral / active EE | $5,530 | $4,148+33.3% | $5,601-1.3% | $4,028+37.3% |
| Admin fee / account holder | $4,472 | $6,583-32.1% | $10,328-56.7% | $5,404-17.2% |