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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 | $45,889 | $71,878-36.2% | $86,698-47.1% | $68,486-33.0% |
| Participation rate | 75.4% | 72.2%+3.2pp | 76.6%-1.2pp | 67.9%+7.5pp |
| Annual return | -8.42% | 3.53%-12.0pp | 35.95%-44.4pp | -7.85%-0.6pp |
| Employer contribution / active EE | $2,053 | $2,173-5.6% | $2,837-27.6% | $2,597-21.0% |
| Participant deferral / active EE | $3,169 | $3,779-16.1% | $4,656-31.9% | $4,028-21.3% |
| Admin fee / account holder | $2,511 | $6,113-58.9% | $7,493-66.5% | $5,404-53.5% |