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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 | $18,012 | $48,235-62.7% | $68,803-73.8% | $68,490-73.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -18.11% | -12.70%-5.4pp | -6.37%-11.7pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,265 | $1,829-30.8% | $2,656-52.4% | $2,597-51.3% |
| Participant deferral / active EE | $2,151 | $2,867-25.0% | $3,942-45.4% | $4,028-46.6% |
| Admin fee / account holder | $5,886 | $4,361+35.0% | $4,936+19.2% | $5,403+8.9% |