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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 | $52,769 | $59,819-11.8% | $79,583-33.7% | $68,490-23.0% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.5%+5.5pp | 67.9%+7.1pp |
| Annual return | -14.23% | -12.30%-1.9pp | 0.16%-14.4pp | -7.85%-6.4pp |
| Employer contribution / active EE | $3,039 | $1,505+101.9% | $2,414+25.9% | $2,597+17.0% |
| Participant deferral / active EE | $3,801 | $3,025+25.7% | $3,986-4.6% | $4,028-5.6% |
| Admin fee / account holder | $10,147 | $4,835+109.9% | $6,835+48.5% | $5,403+87.8% |