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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 | $35,854 | $86,692-58.6% | $119,634-70.0% | $66,949-46.4% |
| Participation rate | 97.5% | 75.6%+21.9pp | 79.3%+18.3pp | 69.8%+27.7pp |
| Annual return | -14.75% | -8.00%-6.8pp | -14.98%+0.2pp | 1.57%-16.3pp |
| Employer contribution / active EE | $1,491 | $2,536-41.2% | $4,232-64.8% | $2,545-41.4% |
| Participant deferral / active EE | $3,630 | $4,360-16.8% | $5,601-35.2% | $4,239-14.4% |
| Admin fee / account holder | $2,161 | $755+186.1% | $10,329-79.1% | $594+264.0% |