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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 | $42,124 | $73,848-43.0% | $143,799-70.7% | $68,486-38.5% |
| Participation rate | 79.3% | 66.7%+12.7pp | 80.3%-1.0pp | 67.9%+11.5pp |
| Annual return | -18.64% | 0.91%-19.6pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $3,141 | $3,184-1.4% | $4,952-36.6% | $2,597+21.0% |
| Participant deferral / active EE | $7,889 | $3,385+133.1% | $5,638+39.9% | $4,028+95.9% |
| Admin fee / account holder | $1,107 | $5,755-80.8% | $14,677-92.5% | $5,404-79.5% |