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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 | $42,489 | $64,719-34.3% | $112,249-62.1% | $68,486-38.0% |
| Participation rate | 76.1% | 67.2%+8.9pp | 75.1%+1.0pp | 67.9%+8.2pp |
| Annual return | -16.45% | -11.40%-5.0pp | 27.48%-43.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,190 | $2,747-20.3% | $3,636-39.8% | $2,597-15.7% |
| Participant deferral / active EE | $2,983 | $3,565-16.3% | $4,729-36.9% | $4,028-25.9% |
| Admin fee / account holder | $10,420 | $5,232+99.1% | $6,412+62.5% | $5,404+92.8% |