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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 | $24,424 | $95,188-74.3% | $76,518-68.1% | $135,380-82.0% |
| Participation rate | 88.9% | 74.4%+14.5pp | 68.0%+20.9pp | 82.6%+6.2pp |
| Annual return | -6.51% | 4.85%-11.4pp | -0.27%-6.2pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,857 | $3,303-43.8% | $2,647-29.8% | $4,779-61.1% |
| Participant deferral / active EE | $4,711 | $4,640+1.5% | $3,836+22.8% | $5,609-16.0% |
| Admin fee / account holder | $6,336 | $6,249+1.4% | $4,849+30.7% | $10,828-41.5% |