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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 | $51,011 | $73,848-30.9% | $143,799-64.5% | $68,486-25.5% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -14.49% | 0.91%-15.4pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,049 | $3,184-35.7% | $4,952-58.6% | $2,597-21.1% |
| Participant deferral / active EE | $4,302 | $3,385+27.1% | $5,638-23.7% | $4,028+6.8% |
| Admin fee / account holder | $1,608 | $5,755-72.1% | $14,677-89.0% | $5,404-70.2% |