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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 | $45,692 | $48,267-5.3% | $68,808-33.6% | $68,486-33.3% |
| Participation rate | 92.0% | 60.7%+31.3pp | 69.0%+23.0pp | 67.9%+24.1pp |
| Annual return | -12.62% | -12.70%+0.1pp | -6.37%-6.2pp | -7.85%-4.8pp |
| Employer contribution / active EE | $4,490 | $1,829+145.5% | $2,656+69.1% | $2,597+72.9% |
| Participant deferral / active EE | $7,407 | $2,867+158.4% | $3,942+87.9% | $4,028+83.9% |
| Admin fee / account holder | $1,408 | $4,362-67.7% | $4,936-71.5% | $5,404-73.9% |