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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 | $27,369 | $49,280-44.5% | $67,313-59.3% | $64,173-57.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.99% | -1.39%-2.6pp | -4.08%+0.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $678 | $1,668-59.3% | $2,566-73.6% | $2,381-71.5% |
| Participant deferral / active EE | $2,066 | $2,484-16.8% | $3,568-42.1% | $3,470-40.5% |
| Admin fee / account holder | $1,483 | $3,863-61.6% | $4,507-67.1% | $4,887-69.7% |