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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 | $20,422 | $43,730-53.3% | $121,220-83.2% | $64,173-68.2% |
| Participation rate | 94.3% | 58.3%+36.0pp | 71.8%+22.6pp | 69.6%+24.8pp |
| Annual return | -6.99% | 68.94%-75.9pp | 16.94%-23.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,579 | $1,297+98.9% | $4,023-35.9% | $2,381+8.3% |
| Participant deferral / active EE | $5,445 | $2,281+138.7% | $3,345+62.8% | $3,470+56.9% |
| Admin fee / account holder | $405 | $3,502-88.4% | $5,021-91.9% | $4,887-91.7% |