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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 | $39,969 | $73,863-45.9% | $143,797-72.2% | $68,490-41.6% |
| Participation rate | 72.4% | 66.7%+5.7pp | 80.3%-7.9pp | 67.9%+4.5pp |
| Annual return | -16.99% | 0.91%-17.9pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,061 | $3,185-66.7% | $4,952-78.6% | $2,597-59.1% |
| Participant deferral / active EE | $2,568 | $3,385-24.1% | $5,638-54.5% | $4,028-36.2% |
| Admin fee / account holder | $478 | $5,756-91.7% | $14,679-96.7% | $5,403-91.1% |