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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 | $36,126 | $53,546-32.5% | $69,890-48.3% | $68,490-47.3% |
| Participation rate | 80.0% | 64.5%+15.5pp | 70.5%+9.5pp | 67.9%+12.1pp |
| Annual return | -16.33% | -13.87%-2.5pp | 190.84%-207.2pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,129 | $2,019-44.1% | $2,560-55.9% | $2,597-56.5% |
| Participant deferral / active EE | $1,706 | $2,957-42.3% | $3,848-55.7% | $4,028-57.6% |
| Admin fee / account holder | $5,252 | $4,693+11.9% | $6,267-16.2% | $5,403-2.8% |