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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 | $29,730 | $45,566-34.8% | $64,105-53.6% | $59,633-50.1% |
| Participation rate | 97.6% | 60.2%+37.5pp | 68.2%+29.4pp | 68.7%+28.9pp |
| Annual return | -2.28% | 4.95%-7.2pp | 791.24%-793.5pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $2,024 | $934+116.6% | $1,820+11.2% | $2,203-8.1% |
| Participant deferral / active EE | $3,074 | $2,057+49.4% | $2,822+8.9% | $3,192-3.7% |
| Admin fee / account holder | $4,168 | $3,268+27.6% | $4,499-7.4% | $4,297-3.0% |