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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 | $21,860 | $49,177-55.5% | $79,466-72.5% | $64,173-65.9% |
| Participation rate | 90.3% | 65.0%+25.3pp | 73.3%+17.0pp | 69.6%+20.8pp |
| Annual return | -4.89% | -1.16%-3.7pp | 718.28%-723.2pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,166 | $2,076+4.3% | $2,800-22.7% | $2,381-9.0% |
| Participant deferral / active EE | $2,143 | $2,821-24.0% | $3,704-42.1% | $3,470-38.2% |
| Admin fee / account holder | $1,862 | $3,839-51.5% | $5,104-63.5% | $4,887-61.9% |