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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 | $48,259 | $77,817-38.0% | $123,553-60.9% | $64,173-24.8% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -6.19% | 12.49%-18.7pp | 119.21%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,017 | $3,014+0.1% | $4,628-34.8% | $2,381+26.7% |
| Participant deferral / active EE | $5,842 | $5,240+11.5% | $6,426-9.1% | $3,470+68.4% |
| Admin fee / account holder | $1,682 | $5,519-69.5% | $9,284-81.9% | $4,887-65.6% |