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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 | $24,819 | $106,115-76.6% | $85,969-71.1% | $125,389-80.2% |
| Participation rate | 70.0% | 84.1%-14.1pp | 76.5%-6.5pp | 83.2%-13.2pp |
| Annual return | -1.40% | 13.93%-15.3pp | 9.32%-10.7pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,507 | $4,537-66.8% | $3,474-56.6% | $4,866-69.0% |
| Participant deferral / active EE | $3,416 | $4,859-29.7% | $3,829-10.8% | $5,352-36.2% |
| Admin fee / account holder | $1,643 | $8,144-79.8% | $6,053-72.9% | $9,541-82.8% |