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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 | $58,921 | $79,633-26.0% | $93,759-37.2% | $68,486-14.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -16.68% | -0.10%-16.6pp | -11.33%-5.4pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,001 | $3,665-18.1% | $4,324-30.6% | $2,597+15.6% |
| Participant deferral / active EE | $3,872 | $5,158-24.9% | $6,096-36.5% | $4,028-3.9% |
| Admin fee / account holder | $782 | $6,871-88.6% | $7,197-89.1% | $5,404-85.5% |