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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 | $25,234 | $81,870-69.2% | $119,634-78.9% | $68,490-63.2% |
| Participation rate | 97.2% | 71.9%+25.3pp | 79.3%+18.0pp | 67.9%+29.3pp |
| Annual return | -11.57% | -23.82%+12.2pp | -14.98%+3.4pp | -7.85%-3.7pp |
| Employer contribution / active EE | $5,233 | $2,692+94.4% | $4,232+23.6% | $2,597+101.5% |
| Participant deferral / active EE | $2,532 | $4,148-39.0% | $5,601-54.8% | $4,028-37.1% |
| Admin fee / account holder | $2,164 | $6,583-67.1% | $10,329-79.1% | $5,403-60.0% |