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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 | $26,108 | $82,678-68.4% | $125,391-79.2% | $68,490-61.9% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.4%+12.6pp | 67.9%+27.1pp |
| Annual return | -14.10% | -5.97%-8.1pp | 572.41%-586.5pp | -7.85%-6.2pp |
| Employer contribution / active EE | $2,367 | $3,382-30.0% | $4,816-50.8% | $2,597-8.8% |
| Participant deferral / active EE | $3,993 | $6,111-34.7% | $7,448-46.4% | $4,028-0.9% |
| Admin fee / account holder | $12,528 | $6,277+99.6% | $10,009+25.2% | $5,403+131.9% |