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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 | $36,679 | $81,870-55.2% | $119,634-69.3% | $68,490-46.4% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -15.68% | -23.82%+8.1pp | -14.98%-0.7pp | -7.85%-7.8pp |
| Employer contribution / active EE | $2,288 | $2,692-15.0% | $4,232-45.9% | $2,597-11.9% |
| Participant deferral / active EE | $5,016 | $4,148+20.9% | $5,601-10.4% | $4,028+24.5% |
| Admin fee / account holder | $2,671 | $6,583-59.4% | $10,329-74.1% | $5,403-50.6% |