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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 | $72,303 | $76,912-6.0% | $129,118-44.0% | $68,486+5.6% |
| Participation rate | 87.7% | 69.1%+18.6pp | 77.2%+10.5pp | 67.9%+19.8pp |
| Annual return | -15.23% | -9.78%-5.4pp | -10.94%-4.3pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,283 | $3,243-60.4% | $5,051-74.6% | $2,597-50.6% |
| Participant deferral / active EE | $4,619 | $4,732-2.4% | $6,539-29.4% | $4,028+14.7% |
| Admin fee / account holder | $1,020 | $6,638-84.6% | $14,305-92.9% | $5,404-81.1% |