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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 | $11,574 | $54,357-78.7% | $82,706-86.0% | $68,495-83.1% |
| Participation rate | 98.0% | 63.9%+34.0pp | 72.6%+25.4pp | 67.9%+30.1pp |
| Annual return | -17.92% | -13.67%-4.2pp | 701.76%-719.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $776 | $2,218-65.0% | $3,007-74.2% | $2,596-70.1% |
| Participant deferral / active EE | $1,562 | $3,246-51.9% | $4,394-64.4% | $4,028-61.2% |
| Admin fee / account holder | $1,368 | $4,396-68.9% | $5,329-74.3% | $5,403-74.7% |