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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 | $56,820 | $81,870-30.6% | $119,634-52.5% | $68,490-17.0% |
| Participation rate | 88.6% | 71.9%+16.7pp | 79.3%+9.4pp | 67.9%+20.7pp |
| Annual return | -14.29% | -23.82%+9.5pp | -14.98%+0.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,835 | $2,692+5.3% | $4,232-33.0% | $2,597+9.2% |
| Participant deferral / active EE | $7,740 | $4,148+86.6% | $5,601+38.2% | $4,028+92.2% |
| Admin fee / account holder | $5,790 | $6,583-12.0% | $10,329-43.9% | $5,403+7.2% |