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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 | $36,196 | $64,716-44.1% | $112,258-67.8% | $68,495-47.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.18% | -11.40%-4.8pp | 27.47%-43.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,918 | $2,746-30.2% | $3,636-47.2% | $2,596-26.1% |
| Participant deferral / active EE | $2,633 | $3,565-26.1% | $4,728-44.3% | $4,028-34.6% |
| Admin fee / account holder | $3,229 | $5,232-38.3% | $6,411-49.6% | $5,403-40.2% |