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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 | $31,431 | $73,019-57.0% | $90,766-65.4% | $68,490-54.1% |
| Participation rate | 75.9% | 70.8%+5.1pp | 75.7%+0.2pp | 67.9%+8.0pp |
| Annual return | -17.73% | -13.81%-3.9pp | -12.16%-5.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,285 | $2,193+4.2% | $2,922-21.8% | $2,597-12.0% |
| Participant deferral / active EE | $4,368 | $3,626+20.4% | $4,565-4.3% | $4,028+8.4% |
| Admin fee / account holder | $2,342 | $5,897-60.3% | $8,446-72.3% | $5,403-56.7% |