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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 | $22,707 | $84,518-73.1% | $67,704-66.5% | $125,389-81.9% |
| Participation rate | 73.3% | 74.8%-1.5pp | 67.5%+5.8pp | 83.2%-9.9pp |
| Annual return | -2.96% | 2.57%-5.5pp | 25.41%-28.4pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,454 | $3,292-55.8% | $2,559-43.2% | $4,866-70.1% |
| Participant deferral / active EE | $1,949 | $4,430-56.0% | $3,585-45.6% | $5,352-63.6% |
| Admin fee / account holder | $450 | $5,340-91.6% | $4,255-89.4% | $9,541-95.3% |