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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 | $23,913 | $73,009-67.2% | $90,760-73.7% | $68,486-65.1% |
| Participation rate | 77.9% | 70.8%+7.1pp | 75.7%+2.2pp | 67.9%+10.0pp |
| Annual return | -16.76% | -13.81%-2.9pp | -12.16%-4.6pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,734 | $2,193+24.7% | $2,922-6.4% | $2,597+5.3% |
| Participant deferral / active EE | $2,467 | $3,626-32.0% | $4,565-46.0% | $4,028-38.7% |
| Admin fee / account holder | $1,903 | $5,896-67.7% | $8,444-77.5% | $5,404-64.8% |