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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 | $57,167 | $62,589-8.7% | $76,768-25.5% | $64,173-10.9% |
| Participation rate | 79.5% | 72.8%+6.7pp | 77.0%+2.5pp | 69.6%+9.9pp |
| Annual return | -4.27% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,201 | $1,832-34.5% | $2,485-51.7% | $2,381-49.6% |
| Participant deferral / active EE | $2,400 | $3,145-23.7% | $3,852-37.7% | $3,470-30.8% |
| Admin fee / account holder | $2,382 | $4,667-49.0% | $6,675-64.3% | $4,887-51.3% |