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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 | $53,806 | $54,162-0.7% | $68,612-21.6% | $64,173-16.2% |
| Participation rate | 94.1% | 68.1%+26.1pp | 72.2%+21.9pp | 69.6%+24.5pp |
| Annual return | -6.42% | -1.62%-4.8pp | -4.63%-1.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,242 | $1,846+21.5% | $2,625-14.6% | $2,381-5.8% |
| Participant deferral / active EE | $5,780 | $2,626+120.1% | $3,311+74.6% | $3,470+66.6% |
| Admin fee / account holder | $2,880 | $4,029-28.5% | $5,131-43.9% | $4,887-41.1% |