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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 | $48,935 | $46,697+4.8% | $117,533-58.4% | $68,486-28.5% |
| Participation rate | 70.0% | 56.8%+13.2pp | 70.6%-0.6pp | 67.9%+2.1pp |
| Annual return | -17.67% | -14.52%-3.2pp | 29.77%-47.4pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,638 | $1,506+75.2% | $4,179-36.9% | $2,597+1.6% |
| Participant deferral / active EE | $5,506 | $2,637+108.8% | $4,072+35.2% | $4,028+36.7% |
| Admin fee / account holder | $4,701 | $4,023+16.9% | $5,647-16.8% | $5,404-13.0% |