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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 | $66,517 | $71,872-7.5% | $86,691-23.3% | $68,495-2.9% |
| Participation rate | 89.1% | 72.2%+16.8pp | 76.6%+12.5pp | 67.9%+21.2pp |
| Annual return | -18.33% | 3.53%-21.9pp | 35.94%-54.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $839 | $2,173-61.4% | $2,837-70.4% | $2,596-67.7% |
| Participant deferral / active EE | $2,933 | $3,779-22.4% | $4,656-37.0% | $4,028-27.2% |
| Admin fee / account holder | $5,618 | $6,112-8.1% | $7,492-25.0% | $5,403+4.0% |