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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 | $41,166 | $85,790-52.0% | $67,313-38.8% | $135,380-69.6% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.1%+14.3pp | 82.6%+0.7pp |
| Annual return | -7.69% | -0.54%-7.2pp | -4.08%-3.6pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,003 | $3,487-71.3% | $2,566-60.9% | $4,779-79.0% |
| Participant deferral / active EE | $2,644 | $4,651-43.2% | $3,568-25.9% | $5,609-52.9% |
| Admin fee / account holder | $2,232 | $6,392-65.1% | $4,507-50.5% | $10,828-79.4% |