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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 | $42,051 | $71,873-41.5% | $86,698-51.5% | $68,490-38.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.63% | 3.54%-20.2pp | 35.96%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,636 | $2,173+21.3% | $2,837-7.1% | $2,597+1.5% |
| Participant deferral / active EE | $2,530 | $3,779-33.1% | $4,656-45.7% | $4,028-37.2% |
| Admin fee / account holder | $14,041 | $6,110+129.8% | $7,492+87.4% | $5,403+159.9% |