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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 | $37,876 | $71,878-47.3% | $86,698-56.3% | $68,486-44.7% |
| Participation rate | 71.1% | 72.2%-1.1pp | 76.6%-5.5pp | 67.9%+3.2pp |
| Annual return | -9.96% | 3.53%-13.5pp | 35.95%-45.9pp | -7.85%-2.1pp |
| Employer contribution / active EE | $2,167 | $2,173-0.3% | $2,837-23.6% | $2,597-16.6% |
| Participant deferral / active EE | $3,399 | $3,779-10.1% | $4,656-27.0% | $4,028-15.6% |
| Admin fee / account holder | $6,675 | $6,113+9.2% | $7,493-10.9% | $5,404+23.5% |