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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 | $20,408 | $46,697-56.3% | $117,529-82.6% | $68,490-70.2% |
| Participation rate | 92.6% | 56.8%+35.8pp | 70.6%+22.0pp | 67.9%+24.7pp |
| Annual return | -14.19% | -14.52%+0.3pp | 29.77%-44.0pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,065 | $1,506-29.2% | $4,179-74.5% | $2,597-59.0% |
| Participant deferral / active EE | $2,672 | $2,637+1.3% | $4,072-34.4% | $4,028-33.7% |
| Admin fee / account holder | $864 | $4,023-78.5% | $5,645-84.7% | $5,403-84.0% |