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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 | $31,650 | $72,177-56.1% | $115,037-72.5% | $59,633-46.9% |
| Participation rate | 74.6% | 72.6%+2.1pp | 81.4%-6.7pp | 68.7%+6.0pp |
| Annual return | -0.29% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $809 | $2,841-71.5% | $4,608-82.4% | $2,203-63.3% |
| Participant deferral / active EE | $2,582 | $4,783-46.0% | $6,026-57.1% | $3,192-19.1% |
| Admin fee / account holder | $1,417 | $4,927-71.2% | $8,175-82.7% | $4,297-67.0% |