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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 | $27,114 | $64,729-58.1% | $112,263-75.8% | $68,490-60.4% |
| Participation rate | 70.4% | 67.2%+3.2pp | 75.1%-4.7pp | 67.9%+2.5pp |
| Annual return | -17.14% | -11.40%-5.7pp | 27.49%-44.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $3,553 | $2,746+29.4% | $3,636-2.3% | $2,597+36.8% |
| Participant deferral / active EE | $2,388 | $3,566-33.0% | $4,729-49.5% | $4,028-40.7% |
| Admin fee / account holder | $975 | $5,222-81.3% | $6,410-84.8% | $5,403-82.0% |