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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 | $38,532 | $73,848-47.8% | $143,799-73.2% | $68,486-43.7% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.1pp | 67.9%+20.6pp |
| Annual return | -16.57% | 0.91%-17.5pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $7,507 | $3,184+135.7% | $4,952+51.6% | $2,597+189.1% |
| Participant deferral / active EE | $4,440 | $3,385+31.2% | $5,638-21.3% | $4,028+10.2% |
| Admin fee / account holder | $992 | $5,755-82.8% | $14,677-93.2% | $5,404-81.6% |