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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 | $31,635 | $81,870-61.4% | $119,622-73.6% | $68,486-53.8% |
| Participation rate | 77.2% | 71.9%+5.3pp | 79.3%-2.1pp | 67.9%+9.3pp |
| Annual return | -18.56% | -23.82%+5.3pp | -14.98%-3.6pp | -7.85%-10.7pp |
| Employer contribution / active EE | $3,359 | $2,692+24.8% | $4,232-20.6% | $2,597+29.4% |
| Participant deferral / active EE | $4,991 | $4,148+20.3% | $5,601-10.9% | $4,028+23.9% |
| Admin fee / account holder | $1,855 | $6,583-71.8% | $10,328-82.0% | $5,404-65.7% |