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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 | $8,675 | $45,872-81.1% | $77,096-88.7% | $68,486-87.3% |
| Participation rate | 97.6% | 55.9%+41.6pp | 67.9%+29.6pp | 67.9%+29.7pp |
| Annual return | -18.33% | 1.73%-20.1pp | 42.35%-60.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,038 | $1,650-37.1% | $2,814-63.1% | $2,597-60.0% |
| Participant deferral / active EE | $5,783 | $2,963+95.2% | $4,429+30.6% | $4,028+43.6% |
| Admin fee / account holder | $808 | $3,041-73.4% | $5,428-85.1% | $5,404-85.1% |