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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 | $32,804 | $49,280-33.4% | $67,313-51.3% | $64,173-48.9% |
| Participation rate | 85.7% | 60.8%+24.9pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | -4.60% | -1.39%-3.2pp | -4.08%-0.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,256 | $1,668+35.2% | $2,566-12.1% | $2,381-5.2% |
| Participant deferral / active EE | $1,776 | $2,484-28.5% | $3,568-50.2% | $3,470-48.8% |
| Admin fee / account holder | $648 | $3,863-83.2% | $4,507-85.6% | $4,887-86.7% |