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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 | $38,567 | $87,546-55.9% | $75,784-49.1% | $125,389-69.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.30% | 13.49%-15.8pp | 9.68%-12.0pp | 282.24%-284.5pp |
| Employer contribution / active EE | $624 | $3,930-84.1% | $3,323-81.2% | $4,866-87.2% |
| Participant deferral / active EE | $1,887 | $4,230-55.4% | $3,652-48.3% | $5,352-64.7% |
| Admin fee / account holder | $1,919 | $6,503-70.5% | $5,300-63.8% | $9,541-79.9% |