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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 | $39,568 | $57,352-31.0% | $83,831-52.8% | $64,173-38.3% |
| Participation rate | 95.3% | 68.6%+26.7pp | 76.1%+19.2pp | 69.6%+25.8pp |
| Annual return | -6.55% | 11.38%-17.9pp | 850.99%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $969 | $2,546-62.0% | $3,631-73.3% | $2,381-59.3% |
| Participant deferral / active EE | $3,229 | $2,993+7.9% | $4,082-20.9% | $3,470-6.9% |
| Admin fee / account holder | $7,049 | $4,046+74.2% | $5,479+28.7% | $4,887+44.2% |