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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 | $42,831 | $42,383+1.1% | $76,518-44.0% | $64,173-33.3% |
| Participation rate | 96.8% | 58.1%+38.6pp | 68.0%+28.8pp | 69.6%+27.2pp |
| Annual return | -7.14% | -16.54%+9.4pp | -0.27%-6.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,733 | $2,566+45.5% | $3,836-2.7% | $3,470+7.6% |
| Admin fee / account holder | $7,140 | $3,198+123.3% | $4,849+47.3% | $4,887+46.1% |