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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 | $49,803 | $73,009-31.8% | $90,760-45.1% | $68,486-27.3% |
| Participation rate | 90.7% | 70.8%+19.9pp | 75.7%+15.0pp | 67.9%+22.8pp |
| Annual return | -9.46% | -13.81%+4.3pp | -12.16%+2.7pp | -7.85%-1.6pp |
| Employer contribution / active EE | $2,424 | $2,193+10.6% | $2,922-17.0% | $2,597-6.6% |
| Participant deferral / active EE | $3,577 | $3,626-1.4% | $4,565-21.7% | $4,028-11.2% |
| Admin fee / account holder | $33,924 | $5,896+475.4% | $8,444+301.7% | $5,404+527.8% |