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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 | $23,203 | $62,589-62.9% | $76,768-69.8% | $64,173-63.8% |
| Participation rate | 96.1% | 72.8%+23.3pp | 77.0%+19.1pp | 69.6%+26.5pp |
| Annual return | -5.95% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,358 | $1,832-25.9% | $2,485-45.4% | $2,381-43.0% |
| Participant deferral / active EE | $2,173 | $3,145-30.9% | $3,852-43.6% | $3,470-37.4% |
| Admin fee / account holder | $826 | $4,667-82.3% | $6,675-87.6% | $4,887-83.1% |