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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 | $47,102 | $73,863-36.2% | $143,797-67.2% | $68,490-31.2% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.2pp | 67.9%+29.7pp |
| Annual return | -15.86% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $3,225 | $3,185+1.3% | $4,952-34.9% | $2,597+24.2% |
| Participant deferral / active EE | $2,774 | $3,385-18.0% | $5,638-50.8% | $4,028-31.1% |
| Admin fee / account holder | $5,606 | $5,756-2.6% | $14,679-61.8% | $5,403+3.8% |