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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 | $40,257 | $64,719-37.8% | $112,249-64.1% | $68,486-41.2% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.1%+17.5pp | 67.9%+24.7pp |
| Annual return | -14.69% | -11.40%-3.3pp | 27.48%-42.2pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,010 | $2,747-63.2% | $3,636-72.2% | $2,597-61.1% |
| Participant deferral / active EE | $2,214 | $3,565-37.9% | $4,729-53.2% | $4,028-45.0% |
| Admin fee / account holder | $2,029 | $5,232-61.2% | $6,412-68.4% | $5,404-62.4% |