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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 | $42,929 | $72,177-40.5% | $115,037-62.7% | $59,633-28.0% |
| Participation rate | 91.7% | 72.6%+19.1pp | 81.4%+10.3pp | 68.7%+23.0pp |
| Annual return | -2.24% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $1,333 | $2,841-53.1% | $4,608-71.1% | $2,203-39.5% |
| Participant deferral / active EE | $5,184 | $4,783+8.4% | $6,026-14.0% | $3,192+62.4% |
| Admin fee / account holder | $1,935 | $4,927-60.7% | $8,175-76.3% | $4,297-55.0% |