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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 | $26,931 | $57,352-53.0% | $83,831-67.9% | $64,173-58.0% |
| Participation rate | 73.2% | 68.6%+4.6pp | 76.1%-2.9pp | 69.6%+3.6pp |
| Annual return | -7.49% | 11.38%-18.9pp | 850.99%-858.5pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,286 | $2,546-49.5% | $3,631-64.6% | $2,381-46.0% |
| Participant deferral / active EE | $1,516 | $2,993-49.3% | $4,082-62.9% | $3,470-56.3% |
| Admin fee / account holder | $2,187 | $4,046-45.9% | $5,479-60.1% | $4,887-55.3% |