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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 | $59,769 | $76,912-22.3% | $129,118-53.7% | $68,486-12.7% |
| Participation rate | 93.1% | 69.1%+24.0pp | 77.2%+15.9pp | 67.9%+25.2pp |
| Annual return | -18.64% | -9.78%-8.9pp | -10.94%-7.7pp | -7.85%-10.8pp |
| Employer contribution / active EE | $4,038 | $3,243+24.5% | $5,051-20.1% | $2,597+55.5% |
| Participant deferral / active EE | $6,367 | $4,732+34.5% | $6,539-2.6% | $4,028+58.1% |
| Admin fee / account holder | $3,529 | $6,638-46.8% | $14,305-75.3% | $5,404-34.7% |