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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 | $30,946 | $131,835-76.5% | $108,582-71.5% | $273,972-88.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.64% | -91.57%+96.2pp | -51.70%+56.3pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,536 | $4,913-48.4% | $3,758-32.5% | $4,869-47.9% |
| Participant deferral / active EE | $3,124 | $5,127-39.1% | $4,311-27.5% | $5,287-40.9% |
| Admin fee / account holder | $4,232 | $10,253-58.7% | $7,645-44.6% | $10,133-58.2% |