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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 | $35,997 | $54,162-33.5% | $68,612-47.5% | $64,173-43.9% |
| Participation rate | 83.5% | 68.1%+15.5pp | 72.2%+11.3pp | 69.6%+14.0pp |
| Annual return | -5.30% | -1.62%-3.7pp | -4.63%-0.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,979 | $1,846+7.2% | $2,625-24.6% | $2,381-16.9% |
| Participant deferral / active EE | $4,185 | $2,626+59.3% | $3,311+26.4% | $3,470+20.6% |
| Admin fee / account holder | $19,993 | $4,029+396.3% | $5,131+289.6% | $4,887+309.1% |