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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 | $36,552 | $73,848-50.5% | $143,799-74.6% | $68,486-46.6% |
| Participation rate | 81.3% | 66.7%+14.6pp | 80.3%+0.9pp | 67.9%+13.4pp |
| Annual return | -18.23% | 0.91%-19.1pp | -0.04%-18.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,858 | $3,184-41.6% | $4,952-62.5% | $2,597-28.4% |
| Participant deferral / active EE | $3,701 | $3,385+9.3% | $5,638-34.4% | $4,028-8.1% |
| Admin fee / account holder | $722 | $5,755-87.5% | $14,677-95.1% | $5,404-86.6% |