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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 | $39,110 | $64,719-39.6% | $112,249-65.2% | $68,486-42.9% |
| Participation rate | 80.6% | 67.2%+13.5pp | 75.1%+5.6pp | 67.9%+12.8pp |
| Annual return | -15.94% | -11.40%-4.5pp | 27.48%-43.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,857 | $2,747-32.4% | $3,636-48.9% | $2,597-28.5% |
| Participant deferral / active EE | $2,728 | $3,565-23.5% | $4,729-42.3% | $4,028-32.3% |
| Admin fee / account holder | $1,298 | $5,232-75.2% | $6,412-79.8% | $5,404-76.0% |