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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 | $37,870 | $64,176-41.0% | $112,263-66.3% | $66,949-43.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -15.27% | -13.80%-1.5pp | 27.49%-42.8pp | 1.57%-16.8pp |
| Employer contribution / active EE | $3,028 | $3,007+0.7% | $3,636-16.7% | $2,545+19.0% |
| Participant deferral / active EE | $5,946 | $3,694+61.0% | $4,729+25.7% | $4,239+40.3% |
| Admin fee / account holder | $2,909 | $626+364.8% | $6,410-54.6% | $594+390.1% |