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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 | $62,036 | $64,706-4.1% | $112,244-44.7% | $68,498-9.4% |
| Participation rate | 97.5% | 67.1%+30.4pp | 75.1%+22.4pp | 67.9%+29.6pp |
| Annual return | -16.59% | -11.40%-5.2pp | 27.46%-44.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,852 | $2,746+3.9% | $3,635-21.5% | $2,596+9.9% |
| Participant deferral / active EE | $1,689 | $3,565-52.6% | $4,728-64.3% | $4,027-58.1% |
| Admin fee / account holder | $3,106 | $5,231-40.6% | $6,411-51.5% | $5,403-42.5% |