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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 | $47,215 | $81,870-42.3% | $119,622-60.5% | $68,486-31.1% |
| Participation rate | 92.6% | 71.9%+20.7pp | 79.3%+13.3pp | 67.9%+24.7pp |
| Annual return | -15.57% | -23.82%+8.2pp | -14.98%-0.6pp | -7.85%-7.7pp |
| Employer contribution / active EE | $4,996 | $2,692+85.6% | $4,232+18.1% | $2,597+92.4% |
| Participant deferral / active EE | $5,477 | $4,148+32.0% | $5,601-2.2% | $4,028+36.0% |
| Admin fee / account holder | $31,531 | $6,583+379.0% | $10,328+205.3% | $5,404+483.5% |