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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 | $20,404 | $64,719-68.5% | $112,249-81.8% | $68,486-70.2% |
| Participation rate | 80.8% | 67.2%+13.6pp | 75.1%+5.7pp | 67.9%+12.9pp |
| Annual return | -17.94% | -11.40%-6.5pp | 27.48%-45.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,906 | $2,747-30.6% | $3,636-47.6% | $2,597-26.6% |
| Participant deferral / active EE | $5,985 | $3,565+67.9% | $4,729+26.6% | $4,028+48.6% |
| Admin fee / account holder | $2,926 | $5,232-44.1% | $6,412-54.4% | $5,404-45.8% |