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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 | $51,922 | $77,817-33.3% | $123,553-58.0% | $64,173-19.1% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -5.90% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,152 | $3,014+4.6% | $4,628-31.9% | $2,381+32.4% |
| Participant deferral / active EE | $5,481 | $5,240+4.6% | $6,426-14.7% | $3,470+58.0% |
| Admin fee / account holder | $5,782 | $5,519+4.8% | $9,284-37.7% | $4,887+18.3% |