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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 | $23,463 | $53,162-55.9% | $91,227-74.3% | $68,490-65.7% |
| Participation rate | 78.6% | 63.2%+15.4pp | 73.2%+5.4pp | 67.9%+10.7pp |
| Annual return | -19.12% | -3.14%-16.0pp | 114.14%-133.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,985 | $1,709+16.1% | $2,851-30.4% | $2,597-23.6% |
| Participant deferral / active EE | $4,869 | $2,974+63.8% | $4,234+15.0% | $4,028+20.9% |
| Admin fee / account holder | $544 | $4,493-87.9% | $5,423-90.0% | $5,403-89.9% |