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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 | $41,363 | $91,911-55.0% | $68,612-39.7% | $135,380-69.4% |
| Participation rate | 90.0% | 76.7%+13.3pp | 72.2%+17.8pp | 82.6%+7.4pp |
| Annual return | -6.95% | -8.22%+1.3pp | -4.63%-2.3pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,932 | $3,924-50.8% | $2,625-26.4% | $4,779-59.6% |
| Participant deferral / active EE | $3,532 | $4,315-18.2% | $3,311+6.7% | $5,609-37.0% |
| Admin fee / account holder | $3,513 | $9,240-62.0% | $5,131-31.5% | $10,828-67.6% |