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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 | $55,319 | $53,546+3.3% | $69,890-20.8% | $68,490-19.2% |
| Participation rate | 75.8% | 64.5%+11.2pp | 70.5%+5.3pp | 67.9%+7.9pp |
| Annual return | -14.60% | -13.87%-0.7pp | 190.84%-205.4pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,673 | $2,957-43.4% | $3,848-56.5% | $4,028-58.5% |
| Admin fee / account holder | $3,715 | $4,693-20.8% | $6,267-40.7% | $5,403-31.2% |