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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 | $18,484 | $46,689-60.4% | $117,498-84.3% | $68,495-73.0% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.79% | -14.52%-3.3pp | 29.75%-47.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $841 | $1,505-44.2% | $4,178-79.9% | $2,596-67.6% |
| Participant deferral / active EE | $2,174 | $2,637-17.6% | $4,071-46.6% | $4,028-46.0% |
| Admin fee / account holder | $490 | $4,021-87.8% | $5,646-91.3% | $5,403-90.9% |