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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 | $63,306 | $64,719-2.2% | $112,249-43.6% | $68,486-7.6% |
| Participation rate | 86.4% | 67.2%+19.3pp | 75.1%+11.4pp | 67.9%+18.5pp |
| Annual return | -15.61% | -11.40%-4.2pp | 27.48%-43.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,195 | $3,565+45.7% | $4,729+9.9% | $4,028+29.0% |
| Admin fee / account holder | $14,147 | $5,232+170.4% | $6,412+120.6% | $5,404+161.8% |